401k Engineers Inc. provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an investment plan for each client and may request authority to make trades without asking first. 401k Engineers also offers consulting services to pension and employee benefit plans, including 401(k) plans. They generally limit their investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and commodities.
Assets Under Management$44M
Clients156
Advisors1
Avg. per Client$280K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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