Contrary Investment Advisors provides pension consulting to employer-sponsored retirement plans and asset management and financial planning to individuals, high-net-worth individuals, trustees, and charitable organizations. Asset management services are tailored to client-specific investment factors. Financial planning services are provided on an hourly or fixed-fee basis.
Assets Under Management$100M
Clients82
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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