AverTrust Wealth offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement to guide investment selection. AverTrust Wealth also provides financial planning services, including retirement, college, and business succession planning, charged on an hourly or project basis. All client accounts are non-discretionary, meaning clients are contacted for agreement prior to portfolio changes.
Assets Under Management$1.4M
Clients18
Advisors1
Avg. per Client$80K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.60% |
There is a minimum quarterly fee of $125.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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