Momentum Advisors is a registered investment advisor based in New York City that offers comprehensive wealth management, financial planning, and investment management services. Momentum Advisors works with each client to define a personalized risk profile and construct a unique portfolio, often utilizing third-party investment managers or subadvisors. In addition to managing investments, the firm provides guidance on retirement, taxes, estate planning, college savings, and risk management. Momentum Advisors specializes in serving individuals, families, trusts, estates, and small businesses seeking a high degree of personalized and professional service.
Assets Under Management$410M
Clients370
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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% |
Fees are negotiable. Minimum annual fee of $3,000 applies to the first tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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