Athena Advisor Services offers investment management and financial planning services. Investment management involves creating and supervising portfolios with stocks, bonds, ETFs, and mutual funds. Financial planning covers cash flow, risk management, investment, retirement, college, estate, tax, and business succession planning. Athena tailors advice to individual client needs and allows reasonable investment restrictions.
Assets Under Management$82M
Clients187
Advisors3
Avg. per Client$440K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...