Factor Investment Solutions refers clients to third-party investment advisors like 3D Asset Management. Factor Investment Solutions gathers information about your financial situation and objectives to make recommendations. Factor Investment Solutions monitors the third-party advisor's performance to ensure it aligns with your investment goals. Factor Investment Solutions earns a portion of the advisory fee you pay to the third-party advisor.
Fee Structure
Factor Investment Solutions refers clients to third-party investment advisors. The fees you pay to the third-party advisors are established in their disclosure brochure. Factor Investment Solutions' fees are up to 1.00% of your portfolio. You will approve Factor Investment Solutions' fee by signing a Solicitors Disclosure Statement. Fees are paid quarterly in advance and debited from your account.