Money Poole...Solutions for Life offers customized investment portfolio recommendations based on your individual needs, risk tolerance, and financial goals. They also provide personal consultations on various financial and investment matters, including non-securities investments and insurance. Additionally, they offer business strategies, budgeting, and operational advice for businesses. Money Poole manages accounts on a non-discretionary basis.
Assets Under Management$13M
Clients48
Advisors1
Avg. per Client$270K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on the size, complexity, and nature of the portfolio.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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