3UX9LVH, Inc. provides financial planning and investment management services, including strategic asset allocation among cash, stocks, and bonds. The firm tailors advisory services to individual client needs and allows clients to impose restrictions on investments. They also offer corporate retirement planning services.
Assets Under Management$100K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$50K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Advisory fees are negotiable. Income (High Income Strategy) fees: $0-$5M: 0.75%, $5M-$15M: 0.65%, $15M-$50M: 0.50%. Fixed Income (Conservative Strategy) fees: $0-$15M: 0.25%, $15M-$50M: 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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