Forty Three Eighteen Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, and ETFs. They also offer financial planning services covering investments, taxes, retirement, college, and debt.
Assets Under Management$150M
Clients52
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.25% |
| $250K - $1.0M | 0.25% |
| $1M+ | 0.25% |
Fees are negotiable. Qualified clients may be charged a performance-based fee of 35% above a benchmark, in addition to a minimum annual fee of 0.25% on all assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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