Objective Investments offers investment management services, both with and without the authority to make trades without client approval. The firm also provides services to retirement plans, acting as an advisor to plan sponsors. Investment strategies are tailored to each client's goals and objectives. Objective Investments does not sell insurance or annuities.
Assets Under Management$3.3M
Clients15
Advisors1
Avg. per Client$220K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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