Exchange Place Advisors offers financial planning, consulting, and investment management services to individuals, corporations, and business entities. They manage investments primarily using mutual funds, exchange-traded funds, and individual debt securities. Exchange Place tailors its services to each client's individual needs, considering their risk tolerance, time horizon, and investment objectives. Clients are responsible for notifying Exchange Place of any changes to their financial situation or investment goals.
Fee Structure
Exchange Place Advisors provides investment management services for an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.20% and 1.00%, depending on the amount you invest and the type of investment management services you receive. The fee is charged quarterly, based on the market value of your investments on the last day of the previous quarter. Exchange Place may negotiate a different fee rate for certain client holdings.