Experient Portfolio Management provides custom portfolio management services to individuals and small businesses through brokerage and retirement accounts. The firm aims to exceed the S&P 500's performance through asset and sector allocation, using proprietary growth and value model portfolios. Services are tailored to each client's needs, considering their investment objectives and suitability information.
Assets Under Management$7.4M
Clients5
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The actual fee charged to each client is negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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