103 Advisory Group provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, creating written plans covering various financial topics. They may use outside investment managers. 103 Advisory Group also provides business development consulting services to financial institutions.
Assets Under Management$260M
Clients89
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees negotiable for assets above $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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