Somerset Group provides financial advice, manages investment portfolios, and offers financial planning services to individuals, families, and select institutions. Somerset Group's services are offered on both a discretionary and non-discretionary basis. The firm is employee-owned and operated.
Assets Under Management$140M
Clients54
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and payment terms may be negotiated. A discount from the standard fee may be offered to accounts of persons associated with Somerset Group or members of their family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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