Metis Wealth Management & Planning offers customized investment management based on individual client needs and goals. Metis primarily uses individual equity and fixed income securities, mutual funds, closed-end funds, and exchange-traded funds. Metis also provides stand-alone financial planning and consulting services for an hourly fee. Metis also provides retirement plan consulting services to sponsors of self-directed retirement plans and defined benefit plans.
Assets Under Management$110M
Clients465
Advisors2
Avg. per Client$250K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable, and similar clients could pay different fees. The fee for assets above $5,000,001 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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