Fundamental Advisors offers investment management through individual portfolio management and model portfolio management. They also provide financial planning services, which include a comprehensive evaluation of a client’s current and future financial state. The firm also offers consulting services on specific financial topics. They manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$23M
Clients25
Advisors1
Avg. per Client$920K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm. A minimum of $500,000 of assets under management is required for this service, but this may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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