AssetBuilder is a registered investment advisor that manages investment portfolios using mutual funds and ETFs based on clients' objectives and risk tolerance. AssetBuilder also offers financial planning services, including reviews of financial goals, cash flow, asset allocation, tax planning, insurance, estate, retirement, and education planning. AssetBuilder does not sell commissioned products and is strictly fee-only.
Assets Under Management$720M
Clients741
Advisors8
Avg. per Client$980K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 0.90% |
| $350K - $600K | 0.70% |
| $600K - $1.0M | 0.60% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.35% |
AssetBuilder may charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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