Combs Capital Partners provides investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. They offer ongoing asset management, tailoring portfolios to client goals and risk tolerance. Financial planning services cover business, cash flow, estate, investment, insurance, retirement, tax planning, and more. They also manage held-away assets through a third-party platform.
Assets Under Management$59M
Clients103
Advisors3
Avg. per Client$580K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees may be negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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