Portsea Investments offers investment management services, including discretionary asset management and portfolio construction, to help clients meet their financial goals. They meet with clients to understand their financial situation, goals, and risk tolerance, then propose investment guidelines and manage their portfolios. Portsea Investments reviews accounts regularly and rebalances them as needed. Clients are encouraged to inform Portsea Investments of any significant changes to their financial or personal circumstances.
Assets Under Management$57M
Clients19
Advisors1
Avg. per Client$3M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are generally negotiable, and may be waived or discounted at the discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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