Severin Investments offers portfolio management services, including sub-advisory services to other firms, and direct management for individuals. They create an Investment Policy Statement to match clients with appropriate investment models. They also provide institutional retirement services, consulting for 401k assets, and financial planning services. Severin Investments manages different model portfolios to accommodate different account sizes and investment objectives.
Assets Under Management$130M
Clients236
Advisors5
Avg. per Client$540K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees are negotiable for amounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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