This firm connects clients with third-party portfolio managers to manage their investments. The firm helps clients choose a portfolio manager that fits their needs and monitors the manager's performance. The firm also provides advice on other financial matters.
Assets Under Management$9.7B
Clients1,160
Advisors19
Avg. per Client$8.3M
Avg. per Advisor$510M
Fee Structure
Investment management only (planning not offered)
The firm does not directly manage investments. Instead, they connect you with a third-party portfolio manager. The fees you pay will depend on the specific manager you choose. The firm receives a portion of the fees paid to the portfolio manager.
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