Michelangelo Partners, LLC offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to help select a suitable portfolio. Michelangelo Partners generally limits its money management to equities, fixed income, ETFs, and government securities.
Assets Under Management$14M
Clients40
Advisors1
Avg. per Client$340K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.53% |
| $5M+ | 0.33% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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