Pembroke Asset Advisors offers investment advice and portfolio management based on each client's individual goals and risk tolerance. Pembroke creates an Investment Policy Statement for each client. Financial planning services are also available, covering topics like retirement, college, and estate planning. Pembroke may utilize Betterment Securities as a broker-dealer and custodian for some clients.
Assets Under Management$53M
Clients168
Advisors1
Avg. per Client$320K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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