Companion Portfolio Management provides ongoing investment management services based on your individual needs. They consider various investments, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They may also use options. The firm attempts to tailor your investment portfolio to your situation, and you can impose restrictions on certain investments.
Assets Under Management$31M
Clients71
Advisors1
Avg. per Client$430K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fees are negotiable at the firm's sole discretion. All clients do not pay the same fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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