Addison Asset Management provides wealth management services tailored to individual client needs. Addison gathers information about clients' financial goals, risk tolerance, and objectives through questionnaires and meetings. Addison then determines an asset allocation and manages the account, making changes as needed. Addison primarily uses publicly traded securities and alternative investments. Addison may recommend a third-party manager to manage a portion of the account.
Assets Under Management$5.2M
Clients11
Advisors1
Avg. per Client$480K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees are negotiable. Institutional services fee schedule is also available.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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