Think818, LLC offers investment management services by recommending third-party money managers to clients. They analyze a client's financial situation and goals to determine an appropriate investment strategy. Think818 also offers financial planning services, either as part of investment management or as a standalone service. They also host educational seminars and newsletters. Clients can impose reasonable restrictions on their accounts, and Think818 will contact clients annually to review their financial circumstances.
Fee Structure
Think818 recommends third-party managers to manage your investments. The total annual advisory fee ranges from 0.30% to 2.10% of your portfolio's value, depending on the manager and the services provided. Think818 receives between 0.25% and 1% of this total fee from the third-party manager. These fees are negotiable.