Momentum FinTech provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment strategies, allocate assets, and monitor portfolios. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Momentum FinTech generally limits its investment advice to mutual funds, fixed income, real estate funds, equities, ETFs, and commodities.
Assets Under Management$5M
Clients30
Advisors1
Avg. per Client$170K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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