Research & Portfolio Management offers tailored investment advice and portfolio management. They meet with clients to understand their financial goals, risk tolerance, and other relevant information to develop a suitable investment strategy. They offer both discretionary and non-discretionary portfolio management services. They primarily advise on equity securities but may also recommend other investments.
Assets Under Management$130M
Clients262
Advisors3
Avg. per Client$510K
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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