Continuum Advisory provides financial planning, consulting, and investment management services. They manage client investment portfolios, allocating assets among exchange-traded products, mutual funds, and individual securities. Continuum Advisory also offers access to third-party asset managers through the Amplify platform. They tailor their services to individual client needs and objectives, consulting with clients to assess their risk tolerance and financial situation. Clients must notify Continuum Advisory of any changes to their financial situation or investment objectives.
Fee Structure
Continuum Advisory offers investment management services for an annual fee based on the total value of your investments. This fee is structured in tiers, ranging from 0% to 2.95%. The exact fee is negotiable and can vary based on your relationship with the advisor, the size of your portfolio, and the services provided. The fee is calculated based on the combined assets in all related accounts.
Additional fees apply for choosing a third-party asset manager through the Amplify platform, ranging from 0.20% to 1.50%. Continuum Advisory retains a portion of this fee, ranging from 0.00% to 0.20%.