Plato Advisory Group, led by Camille Farid Fuleihan, helps clients with various financial needs. This includes choosing appropriate investment goals, setting instructions for managing assets, monitoring reports and performance, and adjusting strategies as needed. Plato Advisory Group primarily assists clients by connecting them with other advisory firms, negotiating fees, and reviewing asset allocation and client needs.
Assets Under Management$17M
Clients7
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and limited to a maximum of 2% per year of the assets under management. The 2% is also the upper limit of the total asset-based advisory fees, including those charged by other third party advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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