Momentum Advisors provides tailored investment advisory services, including wealth management, financial planning, and investment management. Momentum works with clients to define their risk profile and constructs unique portfolios. The firm also offers consulting services on specific financial matters. Financial planning is provided in connection with an assessment of the client's financial goals. Momentum may recommend investments in a private fund affiliated with the firm.
Assets Under Management$400M
Clients329
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.50% |
Minimum annual fee is $3,000. Fees may be waived or reduced at Momentum's discretion. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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