Metric Financial provides investment management services, managing individually tailored investment portfolios based on clients' goals and risk tolerance. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Comprehensive financial planning is available for a monthly fee, providing ongoing plan monitoring and updates.
Assets Under Management$79M
Clients226
Advisors1
Avg. per Client$350K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.10% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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