Portfolio Advisors offers investment advisory services where they may advise on investments directly or recommend third-party managers. They also provide financial planning and consulting services on a standalone fixed fee or hourly basis. Additionally, they offer one-time project-based financial planning services and estate settlement services. Speaking engagements on financial topics are also available.
Assets Under Management$220M
Clients239
Advisors3
Avg. per Client$940K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Registrant may negotiate for a lesser fee or otherwise engage in alternative fee arrangements with clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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