Commodities & Securities, Inc. provides investment management advice to investors in publicly traded securities and fixed income instruments. The firm works with clients to create a personalized investment plan based on their objectives and risk tolerance. Investment decisions are made on a non-discretionary basis, meaning the firm consults with clients before executing any trades.
Assets Under Management$550K
Clients2
AdvisorsN/A
Avg. per Client$280K
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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