21st Century Equity Advisors Corporation manages investment portfolios for clients based on their individual needs and goals. They gather information about the client's objectives, risk tolerance, and financial background to create a personalized investment policy. The firm reviews portfolios quarterly and adjusts them as needed based on market conditions and client needs. They recommend various investments, including stocks, exchange-traded funds (ETFs), and mutual funds.
Assets Under Management$50M
Clients53
Advisors1
Avg. per Client$950K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. Fixed income portfolios are charged 0.35%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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