Advocate Investing Services offers investment advice and financial planning to individuals, high net worth individuals, charitable organizations, and corporations. They provide both discretionary and non-discretionary portfolio management, tailoring investment advice to clients' needs. Financial planning services range from broad-based to single-subject planning. They may use sub-advisers to manage a portion of client accounts.
Assets Under Management$190M
Clients225
Advisors4
Avg. per Client$830K
Avg. per Advisor$47M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.40% |
| $50K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees for existing clients may differ, as detailed in their advisory agreements. Fees may be negotiable based on client needs and circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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