Plum Street Advisors is a wealth management firm providing customized financial plans and investment management based on clients' goals. They develop financial models evaluating net worth, debts, retirement, college plans, insurance, and estate planning. They construct diversified portfolios using exchange-traded funds, mutual funds, and occasionally options. They also advise on investments held at other custodians, such as annuities and 401(k) assets.
Assets Under Management$360M
Clients170
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.30% |
| $7.5M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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