No-Load Asset Management offers personalized financial planning and investment management services. This includes helping clients determine their financial goals, manage cash flow, plan for retirement and education, and manage investments. No-Load Asset Management is a fee-only firm, meaning it doesn't accept commissions for selling financial products.
Assets Under Management$65M
Clients82
Advisors1
Avg. per Client$790K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$350
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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