Advisory Advocates offers personalized investment management, financial planning, financial consulting, and retirement plan consulting services. When managing investment portfolios, Advisory Advocates operates with full authority to make trades on your behalf based on your goals and risk tolerance. The firm also assists clients by recommending third-party investment managers when appropriate. Financial planning and consulting services cover areas such as cash management, risk management, estate planning, tax issues, retirement planning, and educational funding. Advisory Advocates serves individuals, high net worth individuals, retirement plans, trusts, estates, and business entities. The firm does not require a minimum account size to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual management fee is 1.5% of assets under management. Fees are negotiable based on account size, and clients may aggregate multiple accounts to lower the fee.