Continuum Financial Partners offers financial planning and investment management services. Financial planning covers investment, retirement, tax, cash flow, debt, compensation, employee benefits, estate planning, and insurance needs. Investment management aims for risk-adjusted, after-tax returns, using Modern Portfolio Theory. Continuum may recommend independent money managers. They also offer retirement plan advisory services.
Assets Under Management$23M
Clients27
Advisors1
Avg. per Client$840K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.50% |
| $600K - $1.2M | 1.40% |
| $1.2M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.20% |
| $3M+ | 1.10% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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