Advantage Investing manages investment accounts tailored to each client's needs, monitoring portfolios regularly. They use stocks, bonds, mutual funds, and exchange-traded funds (ETFs), and may use options. They gather client information to assess goals, risk tolerance, and any restrictions. They build portfolios from conservative to aggressive strategies, documented in an Investment Policy Statement. All assets are managed with full discretion.
Assets Under Management$140M
Clients372
Advisors2
Avg. per Client$370K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee schedule is not negotiable, but Advantage Investing reserves the right to reduce fees for special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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