Principium Investments provides investment management by allocating assets among six client account risk profiles using exchange-traded funds, individual stocks, and mutual funds. They also offer financial planning, estate planning, and consulting services. Principium tailors its services to individual client needs and risk tolerance.
Assets Under Management$200M
Clients228
Advisors2
Avg. per Client$870K
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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