Method Finance provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Method also offers financial planning using a goals-based framework. They primarily use mutual funds, equities, fixed income securities, ETFs, real estate funds, and non-U.S. securities. Method focuses on long-term investing, minimizing emotional mistakes, and diversification.
Assets Under Management$55M
Clients56
Advisors1
Avg. per Client$980K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined level of assets as shown in the above chart resulting in a combined weighted fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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