Connective Portfolio Management offers ongoing investment management services tailored to client goals and risk tolerance. They typically have the authority to make trades without asking first, but also offer non-discretionary services where clients approve each trade. Connective primarily works with high-net-worth individuals, smaller corporations, and professional investors.
Assets Under Management$120M
Clients14
Advisors2
Avg. per Client$8.7M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Connective Portfolio Management charges a percentage of the value of your portfolio each year. The rate decreases as the amount you invest increases. There are different fee schedules for different account types:
Discretionary Accounts:
- Global Equity/Global Balance/Total Return:
- First $5 million: 1.50%
- Next $2 million: 1.25%
- Next $3 million: 1.00%
- Next $10 million: 0.75%
- Above $20 million: Negotiable
- Fixed Income Portfolio:
- First $5 million: 1.25%
- Next $2 million: 1.00%
- Next $3 million: 0.75%
- Next $10 million: 0.50%
- Above $20 million: Negotiable
Advisory Accounts:
- Equity /Balanced Portfolio:
- First $5 million: 2.00%
- Next $2 million: 1.75%
- Next $3 million: 1.50%
- Next $10 million: 1.25%
- Above $20 million: 1.00%
- Fixed Income Portfolio:
- First $5 million: 1.50%
- Next $2 million: 1.25%
- Next $3 million: 1.00%
- Next $10 million: 0.75%
- Above $20 million: 0.25%
The fees are negotiable and may vary depending on the client's circumstances.
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