Athena Advisor Services, LLC manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and business owners. Founded in 2013 and based in Lombard, Illinois, Athena Advisor Services builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options, reviewing and rebalancing accounts quarterly. The firm's financial planning services cover cash flow and debt management, risk management and insurance planning, retirement planning, college savings, business succession, and coordination with tax and legal professionals. Athena Advisor Services requires a minimum account balance of $500,000 for asset management, and financial planning services are included at no extra charge for asset management clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and billed quarterly in advance based on the value of the account on the last day of the previous quarter. Financial planning is included for asset management clients.