Contravisory Investment Management manages investment portfolios for individuals, pension plans, trusts, and corporations. Contravisory uses a proprietary research system to identify long-term price trends in the stock market. They offer various portfolios, including strategic equity, balanced, small cap, international equity, sector ETF, equity opportunities, large cap, mid cap, and private fund options. Clients can request investment restrictions.
Assets Under Management$630M
Clients199
Advisors5
Avg. per Client$3.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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