Proverbi Capital Advisors provides investment management services, creating investment strategies based on individual client goals, time horizons, and risk tolerance. As part of the service, clients may receive a financial plan covering topics like wills, estate plans, investments, taxes, retirement income, and college planning. Clients can impose restrictions on investments. Andrea Hall is the owner and Chief Compliance Officer.
Assets Under Management$14M
Clients110
Advisors2
Avg. per Client$130K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees on amounts over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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