The Portola Group provides investment management services to clients based on their individual needs and goals. They offer continuous and non-continuous asset management. The firm gathers information about clients' objectives, risk tolerance, and financial background to create a personalized investment policy. They manage accounts on a discretionary or non-discretionary basis. Financial planning is included with continuous asset management services.
Assets Under Management$41M
Clients29
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...