Poise Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, pension/profit sharing plans and financial institutions. Services include financial planning, investment management, and consulting. The firm manages investments in mutual funds, exchange traded funds (ETFs), stocks, bonds, and other securities. Wealth Management Services is the combination of Financial Planning Services and Investment Management Services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 2.50% |
| $250K - $500K | 1.09% |
| $500K - $750K | 0.96% |
| $750K - $1.0M | 0.86% |
| $1.0M - $1.5M | 0.77% |
| $1.5M - $2.0M | 0.63% |
| $2M+ | 0.53% |
The Firm will additionally apply performance fees on the Client account balance - as permitted by law – at an annual rate that may be negotiated with the Client and would normally range between 5% - 15% of the total return of the Client’s investments managed by Poise Investment.