994 Group offers investment advice and financial services, emphasizing portfolios designed to meet client needs. They assist in developing and executing plans to build and preserve wealth. The firm provides asset management, financial planning, and business consulting services. They monitor accounts, execute trades, and communicate regularly with clients, reviewing financial situations at least annually.
Assets Under Management$240M
Clients214
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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