Advisory Advocates offers financial planning and portfolio management services. Financial planning covers areas like cash management, retirement, education funding, and tax issues. Portfolio management is discretionary, using various models including those managed by Luminist Capital. The firm may also recommend third-party money managers. Services are tailored to each client's needs, with clients able to impose restrictions on investments.
Assets Under Management$160M
Clients254
Advisors7
Avg. per Client$630K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
This fee schedule applies to the Mining Shares Portfolio. For other portfolios, the annual management fee is 1.5% of assets under management. Fees are negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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