The ProFolio Group offers financial planning and investment management services to individuals, families, and businesses. Financial planning covers areas like retirement, estate, education funding, and cash flow analysis. Investment management is provided through an automated platform and may also include individual stock portfolios for certain clients. The ProFolio Group also offers financial consulting services where they provide advice but do not manage the client's account.
Assets Under Management$6.7M
Clients47
Advisors1
Avg. per Client$140K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee schedule applies to strategies and accounts held at both Schwab and Interactive Brokers. There is a $200 minimum annual fee for all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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