Storehouse Advisory Group provides ongoing investment supervisory services tailored to the unique needs of individual clients. They engage clients in a financial planning process to determine a suitable investment strategy. Storehouse Advisory Group also offers a Socially-Responsible Investing (SRI) platform to its clients, allowing them to invest based on their personal beliefs and values.
Assets Under Management$1.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Storehouse Advisory Group's investment advisory fee is negotiable and ranges from 0.5% to 2% annually, based on the size and complexity of the account. The fee is billed quarterly, in arrears, based on the market value of the client's assets under management at the end of the quarter.
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