The Money Guys manages investment portfolios and provides financial planning. Investment management is tailored to individual client needs. Financial planning covers various areas like financial goals, investment analysis, retirement planning, and risk management. Comprehensive financial planning is offered on an ongoing basis with quarterly payments.
Assets Under Management$17M
Clients14
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$200K
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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