Autumn Lane Advisors offers wealth management services to individuals and families, including financial planning, asset allocation, and portfolio management using third-party investment managers. They also provide consulting services to ultra-high net worth clients, covering areas like family governance and next-generation education. Additionally, Autumn Lane Advisors manages private investment funds.
Assets Under Management$1.2B
Clients73
Advisors4
Avg. per Client$16M
Avg. per Advisor$300M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10.0M - $50.0M | 0.35% |
| $50M+ | 0.15% |
Fees are negotiable. The value of Autumn Lane Advisors' private partnerships is included in the fee tier calculation but not charged the wealth management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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