Measured Financial offers investment management services where they determine what securities to buy or sell, but they obtain your approval before executing any transactions. They also offer asset management for variable annuities. They will work with you to create a portfolio of investment options available through your insurance company. Seminars and workshops are also offered to educate the public, but no specific investment or tax advice is given during these events.
Assets Under Management$68M
Clients257
Advisors3
Avg. per Client$260K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.05% |
| $500K - $800K | 0.95% |
| $800K+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The same fee schedule applies to variable annuity management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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