Advanced Investments, led by Calvin Lennberg, a Certified Financial Planner, offers financial planning and investment management services. The firm focuses on delivering personalized service at competitive fees, using no-load mutual funds to avoid commissions on securities transactions. They work with clients in various areas of financial planning, including investments, education planning, insurance, income tax, and estate tax planning, and have a network of professionals for specialized needs.
Assets Under Management$74M
Clients112
Advisors2
Avg. per Client$660K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $40K | 2.00% |
| $40K - $80K | 1.50% |
| $80K - $150K | 1.25% |
| $150K - $1.5M | 1.00% |
| $1.5M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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