Plectrum Advisers offers financial planning and investment management services. They have two investment management programs: Plectrum Direct, for experienced investors with larger portfolios, and Plectrum Accelerate, an app-based service for new investors making periodic investments. Plectrum Advisers also offers educational seminars and workshops.
Assets Under Management$73M
Clients76
Advisors1
Avg. per Client$950K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Plectrum Advisers offers two investment management programs:
- Plectrum Direct: Charges 1% of your portfolio per year. There is a $300,000 minimum to use this service.
- Plectrum Accelerate: Charges a monthly subscription fee. The first month is free. If your account balance is less than $5,000, the fee is $9.95/month for 12 months. After that, or if your balance exceeds $5,000, the fee is $29.95/month.
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