Aerodigm Wealth provides investment advice and manages portfolios for individuals, families, and businesses. Aerodigm creates a written Investment Policy Statement to guide investment decisions. Aerodigm may use third-party money managers to manage client accounts. Aerodigm also offers financial planning services, creating a written plan to help clients achieve their financial goals.
Assets Under Management$1.5B
Clients256
Advisors6
Avg. per Client$5.7M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees may be negotiable. The advisory fees are inclusive of any fees charged by Focus Partners Advisor Solutions for administrative and/or sub-advisory services provided to your account, if any.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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