HistorInvesting provides investment advisory services focusing on macroeconomic conditions and portfolio development. They customize portfolio recommendations based on individual needs and risk tolerance, determined through client consultations and financial analysis. HistorInvesting helps clients understand and manage their finances, acting in a consulting capacity while clients make the final investment decisions. They offer financial planning, portfolio management, educational seminars, and hourly planning services.
Assets Under Management$28M
Clients16
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Portfolio advisory fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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