Portico Financial Group provides investment advice and financial planning services to individuals, high net worth individuals, and businesses. They focus on retirement planning and offer consulting for employer-sponsored retirement plans. Portico aims to provide objective advice and build long-term relationships with clients.
Assets Under Management$29M
Clients103
Advisors1
Avg. per Client$280K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.20% |
Fees are annual and negotiable. Alternative investments are managed for a separate fee of 0.25% - 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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