Aquarius Financial provides investment management services for individuals and families. Aquarius Financial is a fee-only firm, meaning it does not earn commissions from selling investments. Clients work with Aquarius Financial to develop an investment portfolio based on their needs and goals. Clients retain full control over all investment decisions and can accept or reject any recommendations. Aquarius Financial does not provide financial planning services but suggests clients seek financial planning from a Certified Financial Planner.
Assets Under ManagementN/A
Clients5
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Minimum account size is $500,000. Minimum annual fee is $4,500. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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