Cone Advisory Group offers investment advice tailored to individual needs, including portfolio management (both discretionary and non-discretionary), financial planning, and financial consulting services. They may use sub-advisers and model portfolios. Financial plans are based on current financial situations, and clients are responsible for notifying Cone Advisory Group of any changes. Clients are not obligated to act on recommendations or implement plans through Cone Advisory Group.
Assets Under Management$17M
Clients208
Advisors2
Avg. per Client$83K
Avg. per Advisor$8.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.35% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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