The Advisory Firm offers financial planning and investment management services. Financial planning covers areas like net worth, cash flow, insurance, college, retirement, and estate planning. Investment management involves creating model portfolios based on client risk tolerance and goals, selecting investments, and monitoring portfolios. The Advisory Firm manages investments on a discretionary basis.
Assets Under Management$98M
Clients85
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable. Clients with $400,000 or more in managed assets are eligible for the Wealth 360° program, which includes investment management, financial planning, and tax preparation services under the investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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