Advisor Services offers investment advice tailored to individual client needs, including investment policy creation, asset allocation, and manager selection. They monitor investments and provide retirement cash flow analysis and estate planning recommendations. They implement strategies using various investment platforms, including stocks, bonds, mutual funds, and exchange-traded funds. Financial planning services are available to investment clients, covering tax, estate, retirement, and charitable gift planning.
Assets Under Management$44M
Clients180
Advisors1
Avg. per Client$250K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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