Principium Investments manages client investment portfolios using globally diversified strategies across exchange-traded funds, individual stocks, and mutual funds, tailored around six risk profiles. Principium Investments also provides comprehensive financial planning, estate planning, and philanthropic advice. Financial planning is generally included at no additional cost for investment management clients. Principium Investments serves individual investors, trusts, estates, charitable organizations, and employee benefit plans.
Assets Under Management$230M
Clients236
Advisors2
Avg. per Client$960K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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