Fish Advisory is a registered investment advisor based in Santa Fe, NM. They offer discretionary portfolio management services, tailoring investment advice to meet individual client needs and objectives. Clients grant Fish Advisory the authority to manage their accounts, selecting securities and determining the amount to be purchased or sold without prior approval. Clients can limit this authority by providing written restrictions and guidelines.
Assets Under Management$3.9M
Clients4
Advisors1
Avg. per Client$960K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be reduced for sizable accounts with assets in excess of several million dollars.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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