Searle & Co. is a registered investment advisor offering personalized investment advice and portfolio management. They work with individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Searle & Co. tailors its advice to each client's needs, considering their investment objectives, risk tolerance, and financial situation. They offer both discretionary and non-discretionary portfolio management services.
Assets Under Management$630M
Clients127
Advisors8
Avg. per Client$5M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is negotiable, depending on individual client circumstances, and it will not exceed a maximum of 2.0% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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