Constellation Asset Management offers investment advice and manages equity and balanced portfolios. They analyze investments using fundamental, technical, and cyclical analysis, drawing from various sources like financial periodicals, corporate reports, and research materials. Constellation does not provide financial planning services.
Assets Under Management$79M
Clients64
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees listed are for equity investment management. Balanced investment management fees are: Up to $500,000: 0.8% per year, Over $500,000: 0.6% per year. Fixed income management is offered at 0.5% per year. Fees for accounts in excess of $1 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...