Aquinas Advisors offers investment advisory services with a global perspective, financial planning, and consulting services for investment-related matters. They manage investments using stocks, bonds, mutual funds, and other securities. Services are tailored to individual client needs. They also provide strategic negotiations and litigation support services.
Assets Under Management$47M
Clients32
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Performance-based fees may also apply to qualified clients, consisting of a 0.50% base fee and 20% of the net performance of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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