Old Port Advisors offers personalized investment management, financial planning, and wealth management services to individuals, trusts, estates, charitable organizations, and businesses. They provide ongoing advice tailored to clients' unique needs, acting in their best interest. For clients with $500,000 or more in managed assets, wealth management (combining investment management and financial planning) is available at no additional cost.
Assets Under Management$750M
Clients952
Advisors10
Avg. per Client$780K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.63% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. A 20% discount is accorded to qualified charitable organizations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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