Fivenca Asset Management offers portfolio management services based on clients' goals, objectives, time horizon, and risk tolerance. Fivenca creates an Investment Policy Statement for each client and constructs a plan to aid in selecting a portfolio that matches each client’s specific situation. Fivenca offers several investment strategies including Conservative, Moderate, Balanced and Moderate for Small Investors, Portfolio ETF, Aggressive, and Alternative Strategies. Fivenca may recommend third-party investment managers.
Assets Under Management$42M
Clients66
Advisors1
Avg. per Client$640K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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