Consilium, LLC offers investment management, retirement plan consulting, and financial concierge services. For investment management, Consilium determines a client’s portfolio based on their needs, risk tolerance, and time horizon, providing ongoing portfolio management and rebalancing. Consilium also offers an automated investment program through Institutional Intelligent Portfolios® Platform. Financial concierge services include financial analysis and planning recommendations, working with professionals for estate and tax planning.
Fee Structure
Consilium charges a fee for ongoing investment advisory services. The maximum investment advisory fee is 1.0%. Fees may be subject to a minimum of $5,000 annually or as negotiated with the client. The specific advisory fees are set forth in the Investment Advisory Agreement. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Consilium and its clients. In certain circumstances, fees and the timing of fee payments may be negotiated.