Profolio Investments provides fee-based investment advisory services, customizing portfolios based on client objectives. They use an asset allocation strategy to reduce risk and increase performance, potentially using various securities and alternative investments. They may recommend unaffiliated money managers through a third-party program. Profolio Investments also offers financial planning services for a flat annual fee, covering various aspects of financial well-being, with ongoing support and plan reviews. They also provide 3(21) fiduciary services to retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
The annual asset management fee will be 0.65% of client assets under management unless negotiated otherwise. Terms or basis of negotiation include the size of a client’s investment portfolio, the duration of a client/Advisor relationship, and/or the cost of a recommended third-party manager’s fee.