The PlayBook Advizor provides investment advice to individuals, high net worth individuals, and retirement plans. For individuals, PlayBook offers both discretionary and non-discretionary asset management services, tailoring investment strategies to client goals and risk tolerance. PlayBook also provides services to retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager.
Assets Under Management$15M
Clients13
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...