Autumn Glory Partners offers customized investment management services on a discretionary basis. They consider clients' investment guidelines, objectives, policies, strategies, asset allocation, and restrictions. The firm also provides third-party investment manager selection services. Autumn Glory Partners may assist with retirement plan accounts, which may present a conflict of interest.
Fee Structure
Autumn Glory Partners charges an annual fee based on the value of your portfolio. The fee starts at 0.40% of the value of the assets they manage. The firm may charge additional or flat fees based on the services provided, account size, and complexity of the relationship. This means some clients with the same amount of assets may be charged different fees. Fees are billed quarterly or annually.