Best Invest offers investment advice and financial services to individuals, high net worth individuals, small businesses, corporations, and retirement plan sponsors. Best Invest provides asset management, financial planning, and consulting services, with an emphasis on building portfolios designed to meet the needs of its clients. Best Invest manages accounts on a discretionary basis, meaning they can make trades without your permission.
Assets Under Management$300M
Clients672
Advisors3
Avg. per Client$440K
Avg. per Advisor$99M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
Fees may be negotiable based upon certain circumstances at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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