Menlo Advisors offers investment management services that include financial goal setting, risk assessment, and asset allocation. Menlo also provides limited financial planning services, including retirement plan analysis, education funding analysis, and estate plan review. Menlo may refer clients to other professionals such as attorneys or accountants.
Assets Under Management$320M
Clients43
Advisors1
Avg. per Client$7.4M
Avg. per Advisor$320M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.50% |
Fees negotiable for accounts over $30,000,000. Affiliated accounts are aggregated when calculating the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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