Storehouse Financial offers investment management services, providing ongoing supervision of client accounts with investments in various securities. They also offer financial planning services to help clients understand their financial situation and set objectives, covering areas like tax planning, asset allocation, and retirement planning. Client-specific plans are based on individual Investment Policy Statements, and clients can impose restrictions on investments based on their values.
Assets Under Management$210M
Clients3,029
Advisors6
Avg. per Client$69K
Avg. per Advisor$35M
www.storehousefinancial.com ·www.facebook.com/storehousellc ·www.linkedin.com/company/storehouse-financial-llc
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Storehouse may enter into arrangements where performance-based fees are assessed for advisory services. The performance fee shall not exceed 50% of investment returns over a hurdle rate of 8%, billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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