Ponderosa Investment Group offers investment advice tailored to client objectives, ranging from conservative to aggressive growth portfolios. Ponderosa primarily manages investments with the authority to make trades without prior approval, but also offers non-discretionary services. Ponderosa does not participate in wrap fee programs.
Assets Under Management$15M
Clients29
Advisors1
Avg. per Client$500K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable on managed assets after $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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