Angelus Investment Consulting offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Angelus also offers pension consulting services and may act as a sub-advisor to other advisors. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$180M
Clients18
Advisors2
Avg. per Client$10M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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