Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth individuals, families, and businesses. They offer both discretionary and non-discretionary investment management. The firm primarily invests in cash, stocks, bonds, ETFs, and mutual funds. A minimum account size of $500,000 is typically required, but this may be negotiable.
Fee Structure
Advantage Investment Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.25%. The fee is calculated each quarter, based on the value of your investments at the end of the previous quarter. The firm may negotiate fees and may waive or impose different fees on any client. A minimum account size of $500,000 is required, but this may be waived at the firm's discretion.