Storge Partners Economic Studies LLC offers fee-based investment advisory services, customizing portfolios to align with each client's objectives and risk profile. Storge uses a strategic asset allocation approach to reduce risk and enhance performance, utilizing various securities and investment products. Storge does not take custody of client funds or securities. They may recommend unaffiliated money managers to clients.
Fee Structure
Storge Partners charges an annual advisory fee based on the value of the assets they manage. The fee ranges from 0.25% to 1% per year. The minimum annual fee is $18,000, but this minimum does not apply to clients with portfolios of $1,250,000 or less. Fees can be paid monthly, quarterly, semi-annually, or annually, either in advance or after the service is provided, depending on the agreement with the client. Fees may be negotiable.