Sustainvest Asset Management focuses on sustainable and responsible investing, aiming for both financial returns and positive social and environmental impact. Sustainvest offers investment management services tailored to each client's financial objectives, risk tolerance, and sustainability criteria. Sustainvest generally holds power of attorney to act on a discretionary basis. Client assets are held with Charles Schwab and Co.
Assets Under Management$140M
Clients162
Advisors1
Avg. per Client$850K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
For retirement plan advisory services, Sustainvest charges an annual advisory fee equal to 0.50% of participant assets under advisement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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