Thales Investment Services provides investment management services, creating customized strategies based on each client's goals, risk tolerance, and time horizon. Thales requires the authority to make trades without asking clients first. Thales aims to make investment decisions that are in your best interest. Services include developing an investment policy statement, asset allocation, portfolio construction, and ongoing investment management.
Assets Under Management$2.9M
Clients33
Advisors2
Avg. per Client$89K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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