Minko Wealth offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and construct plans to match each client's situation. Services include investment strategy, asset allocation, and regular monitoring. Minko Wealth also offers financial planning, including investment, retirement, and college planning. They may recommend third-party investment advisors and are compensated via a fee share.
Assets Under Management$120M
Clients270
Advisors2
Avg. per Client$430K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the needs of the client and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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