PROFi provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and businesses. PROFi offers portfolio management based on individual client goals and risk tolerance, and may recommend sub-advisors. Financial planning covers investment management, tax concerns, retirement, estate, education, and insurance planning. PROFi also offers pension consulting services to employee benefit plans.
Assets Under Management$360M
Clients245
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$800K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.50% |
| $800K - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Portfolio management fees are not negotiable. Certain legacy clients have been waived into a prior fee schedule that differs from the fee schedule described above; such clients should refer to their specific Investment Advisory Agreement for a complete description of the applicable fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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