Continuum Financial offers ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They focus on publicly traded stocks, bonds, mutual funds, exchange traded funds, and real estate investment trusts. Their approach combines strategic asset allocation, tactical sector weighting, and individual security selection, using both active and passive strategies. They also provide investment advisory and consulting services to employers offering 401(k) and other retirement plans.
Assets Under Management$50M
Clients26
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees may be adjusted to accommodate unique client situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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