Open Circle Advisors works with clients to determine their investment objectives and creates a plan to transition to the desired portfolio. They monitor the portfolio and hold regular meetings with clients. Open Circle typically creates portfolios of mutual funds and may use model portfolios. They also consult with clients on various financial areas including income and estate tax planning, college financial planning, and retirement planning.
Assets Under Management$31M
Clients19
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all family members’ accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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