Assets Under Management
$220.6M
Number of Clients
428
Number of Advisors
6
Average Client AUM
$515K
AUM per Advisor
$36.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tudor Financial offers investment management and comprehensive financial advisory services. They specialize in research-driven strategies tailored to client objectives, using mutual funds, individual securities, bonds, and ETFs. Custom solutions are available for larger portfolios ($1M+). They also offer financial planning services on an hourly or one-time basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment management fees for the Legacy Individual Stock Strategies are: $500,000 – $5,000,000 .75% of entire balance; Greater than $5,000,000 .60% of entire balance
8111 Timberlodge Trail, Dayton, OH, 45458-2103