Choice Asset Management creates individualized investment portfolios for clients based on their objectives, risk tolerance, and time frame. Portfolios typically consist of mutual funds and exchange-traded funds, but may also include individual stocks and bonds, and alternative investments. Choice Asset Management monitors client portfolios and adjusts them as needed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
This is the fee for an account that involves responsibilities in addition to investment supervisory services (i.e. accounting reporting responsibilities, considering assets not under management etc.). If Choice Asset Management’s responsibility for the account is limited to investment advice for assets under management, the fee schedule will be lower: All assets - 0.5% per year.