Aquilant Advisors offers ongoing investment management based on your financial situation and goals. They also provide financial planning services covering areas like retirement, taxes, and investments. Aquilant Advisors can manage variable annuity sub-accounts. They also offer retirement plan services to plan sponsors and participants. A written agreement is required before services begin.
Fee Structure
Aquilant Advisors offers ongoing investment management services where they manage your investments based on your financial situation, investment goals, and risk tolerance. The annual fee can be up to 2.25% of your portfolio, billed quarterly in advance. At the advisor's discretion, clients may be offered asset management services on a flat annual fee basis, charged up to 1.5% of the account's value of September 30th of each year, billed quarterly in advance. Fees are negotiable based on factors like client type and account complexity. You'll also pay commissions and fees charged by the custodian for trades.