Storehouse Investments provides investment management services, including managing variable and fixed indexed annuities and variable life products. They also offer financial planning and consulting services, covering investment, college savings, retirement, cash flow, risk management, business, and goal planning. Storehouse also provides ERISA plan services, acting as either a 3(21) or 3(38) advisor to qualified retirement plans. They also hold seminars and workshops to educate the public.
Assets Under Management$35M
Clients174
Advisors2
Avg. per Client$200K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fee may be negotiable. For variable and fixed indexed annuity and variable life management, the fees will not exceed an annual fee of 1.0% of the assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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