Portus Wealth Advisors offers investment advice and portfolio management tailored to individual client needs. Services include discretionary and non-discretionary portfolio management, as well as financial planning. Financial planning covers a range of topics from broad-based planning to single-subject consultations. Portus also offers advice on held-away assets through Pontera. They may recommend third-party money managers.
Assets Under Management$200M
Clients137
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Minimum annual fee is $12,000. Advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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