Account Management is an independent registered investment advisor that provides investment advice to high-net-worth individuals, families, foundations, business entities, and endowments. They focus primarily on North American equities and consult with clients regarding their financial needs and risk tolerance. They develop an initial asset allocation and investment strategy based on a review of the client's financial situation and continually monitor the investment strategy.
Assets Under Management$110M
Clients17
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated with each client on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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