Aeternum Investment Advisors provides ongoing investment and educational advice, and portfolio management services. They help clients allocate assets among cash, bonds, stocks, exchange-traded funds, and mutual funds. Aeternum Advisors assists clients in understanding their risk tolerance and making appropriate investment choices to meet their financial objectives. They work with individual clients and participants in self-directed retirement programs.
Assets Under Management$10M
Clients4
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees are negotiable, and can vary by client. IRA’s/Individual Accounts invested solely into Cash/Money Market will not have Advisory Fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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