Analogous Investment Management offers investment advisory services, working with clients to identify their investment goals, risk tolerance, and objectives. They create a portfolio using individual stocks, bonds, exchange-traded funds, and mutual funds. The firm reviews and rebalances portfolios based on client needs and goals. Analogous Investment Management does not provide standalone financial planning, tax planning, or legal planning.
Assets Under Management$7.5M
Clients14
Advisors1
Avg. per Client$540K
Avg. per Advisor$7.5M
www.analogousinvestmentmanagement.com ·www.linkedin.com/company/analogous-investment-m... ·www.linkedin.com/in/jeffrey-t-13101161
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee may be negotiable at the Advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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