REALM Investment Consulting offers portfolio management and financial planning services to individuals and high-net-worth individuals. REALM creates investment strategies based on each client's goals, risk tolerance, and time horizon. REALM primarily recommends exchange-traded funds (ETFs) and may use other securities to diversify portfolios. Financial planning covers investment planning, insurance, tax concerns, retirement, college, and debt/credit planning.
Assets Under Management$76M
Clients84
Advisors2
Avg. per Client$910K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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