Advisors On Call offers personalized investment advice and financial planning. They help clients with setting financial goals, managing cash flow, planning for retirement, reviewing insurance, and planning for taxes and estates. Advisors On Call can manage investments for clients, or help clients select and monitor third-party investment managers. They do not receive commissions for selling investment products, but their representatives may receive commissions for selling fixed insurance products.
Assets Under Management$32M
Clients118
Advisors2
Avg. per Client$270K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual percentage fee charged may be lower than the maximum depending on various factors such as account size, and the advisory services to be provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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