Angelus Investment Consulting offers ongoing portfolio management, financial planning, and pension consulting services tailored to each client's specific goals, risk tolerance, and time horizon. Angelus Investment Consulting creates a personalized investment policy statement for every client and manages portfolios using a mix of fundamental, technical, and quantitative analysis alongside modern portfolio theory. The firm can manage accounts with the authority to make trades without asking first or on a non-discretionary basis. In addition to managing investments in mutual funds, individual stocks and bonds, exchange-traded funds, and alternative investments, Angelus Investment Consulting provides standalone financial planning covering areas such as retirement, taxes, insurance, and estate planning. The firm serves individuals, high-net-worth clients, and retirement plans, and has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.