Measured Risk Portfolios offers investment management services where they manage client accounts based on their investment goals and risk tolerance. They also offer financial planning services, which can include retirement planning, education planning, and insurance needs analysis. Additionally, they provide pension consulting services to retirement plans. They may recommend private placements and monitor them for clients.
Assets Under Management$400M
Clients711
Advisors5
Avg. per Client$560K
Avg. per Advisor$80M
www.kingsroadinc.com ·www.measuredriskportfolios.com ·www.linkedin.com/company/measured-risk-portfolios
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.10% |
Fees are negotiable. For the Mutual Fund Strategy, the annual fee is 1.00% of the assets managed, but can be discounted to 0.20% at Measured Risk Portfolios' discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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