Society Investment Management offers personalized financial planning and investment management services. This includes helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Society Investment Management is a fee-only firm, meaning it doesn't sell commissioned products or accept commissions.
Assets Under Management$20M
Clients58
Advisors1
Avg. per Client$340K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees for fixed income and bond accounts are 0.50% on all assets. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are NOT NEGOTIABLE.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...