Albatross Investment Services (AIS) provides portfolio management tailored to individual client goals, objectives, and risk tolerance. AIS creates an Investment Policy Statement for each client. AIS also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. AIS generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$1.9M
Clients22
Advisors1
Avg. per Client$88K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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