Actuarial Direct LLC (AD) offers ongoing portfolio management services based on your goals, time horizon, and risk tolerance. AD uses quantitative methods to construct client portfolios. AD primarily uses ETFs as the portfolio management building blocks. AD does not provide Financial Planning Services.
Assets Under Management$7M
Clients100
Advisors1
Avg. per Client$70K
Avg. per Advisor$7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.04% |
Maximum annual fee of 2.04% (0.17% monthly). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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