Poehls Associates offers investment advice to high net worth individuals, managing their investments through separately managed accounts. Poehls Associates invests in publicly traded securities, including stocks, bonds, mutual funds, and ETFs. The firm works with clients to create investment management agreements that outline their goals and any specific investment guidelines.
Assets Under Management$50M
Clients14
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees and services are individually negotiated and range from 0.25% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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