Objective Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Objective Advisors provides investment advisory services, focusing on asset allocation and manager selection. They construct client portfolios based on individual objectives, risk tolerance, and time horizon, considering various asset classes, including alternative investments. Objective Advisors also offers wealth advisory services, including financial planning, estate planning, and family guidance, working with other professionals like accountants and attorneys.

Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Fees are negotiable. All clients do not pay the same fee. A lower fee for a comparable service may be available from other sources.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Objective Advisors LLC | TrueAdvisor