5thN Financial, located in Russellville, Arkansas, provides ongoing portfolio management services to individuals, trusts, organizations, and high net worth clients. 5thN Financial uses Modern Portfolio Theory and proprietary statistical based machine learning (Artificial Intelligence) methods to construct future predictions needed to compute a portfolio’s efficient frontier. The firm and its employees do not sell any annuities, insurance products or any products of any kind on a sales commission basis.
Assets Under Management$170K
Clients3
Advisors1
Avg. per Client$56K
Avg. per Advisor$170K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Less complex portfolios are available at lower fee schedules. The adviser fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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