Subnani Investment Research offers consulting services for retirement plans, assisting sponsors with their fiduciary duties and responsibilities. They help develop prudent practices, document actions, and prepare reports. The firm also provides process assessments, benchmarks service providers, and assists in vendor selection. Subnani Investment Research can serve as a fiduciary or investment manager. They also offer portfolio management services, managing plan portfolios on a discretionary basis.
Assets Under Management$20M
Clients24
Advisors1
Avg. per Client$850K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | Included |
For accounts of $10,000,000 or greater, an annual fixed fee of $40,000 is charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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