9M Investments manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. For investment management, 9M Investments develops a client's personal investment policy or an investment plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation target.
Assets Under Management$11M
Clients23
Advisors1
Avg. per Client$480K
Avg. per Advisor$11M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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