Ardent Investors provides financial planning and portfolio management services. Financial planning covers cash flow, retirement, and estate planning. Portfolio management is discretionary and tailored to client goals, risk tolerance, and time horizon. Ardent Investors uses fundamental, technical, cyclical, and charting analyses.
Assets Under Management$13M
Clients18
Advisors1
Avg. per Client$740K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.65% |
| $1M+ | 0.50% |
Fee schedule is based on a blended fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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