Phoenix Investment provides investment advice tailored to individual client needs and objectives. They offer non-discretionary portfolio management, meaning you must approve all trades. They also offer pension consulting services to employee benefit plans. Phoenix Investment primarily recommends mutual funds. They do not participate in wrap fee programs.
Assets Under Management$54M
Clients93
Advisors1
Avg. per Client$580K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...