Continuum Wealth Advisors offers wealth management services, including investment management and financial planning. Investment management involves creating customized portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and independent investment managers. Financial planning covers areas like retirement, education, and insurance needs. Continuum also provides fiduciary services to 401(k) and profit-sharing plans, offering non-discretionary investment advice to plan sponsors.
Assets Under Management$250M
Clients315
Advisors6
Avg. per Client$810K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.60% |
Fees may be negotiable. If independent managers are used, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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