Portfolio Audit focuses on asset management combined with economic planning, which includes heritage issues. They manage assets on a discretionary basis, making changes to your portfolio without consulting you beforehand, within agreed-upon objectives and restrictions. All assets are held with a third-party custodian. They also offer cash management services to legacy clients for a flat monthly fee.
Assets Under Management$38M
Clients43
Advisors3
Avg. per Client$890K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.25% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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