Excelsior Investment Advisors provides investment advice tailored to each client's needs. They primarily recommend allocating investments among mutual funds and exchange traded funds. They also offer financial planning and consulting services on a stand-alone basis. Excelsior uses fundamental and technical analysis to make investment decisions. Clients are responsible for notifying Excelsior of any changes in their financial situation or investment objectives.
Assets Under Management$24M
Clients13
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Registrant, in its discretion, may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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