Poulos Advisors offers financial planning and asset management services. Financial planning helps clients set long-term goals through investments, tax planning, and retirement planning. Asset management provides continuous supervision of client accounts, making trades when necessary. Poulos Advisors specializes in serving privately-held business owners.
Assets Under Management$150M
Clients121
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable based on the client’s financial situation and circumstances, the amount of assets under management, and the complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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