Fields Asset Management provides investment management services, primarily investing client assets in stocks, bonds, mutual funds, and exchange traded funds (ETFs). They work with clients to establish an appropriate investment profile and clients can impose reasonable restrictions on the management of their accounts. The firm's minimum account size is generally $10,000, but this amount is negotiable.
Assets Under Management$4.1M
Clients67
Advisors1
Avg. per Client$61K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fields Asset Management has negotiated lower fees for certain clients and may reduce or waive fees entirely at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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