Unconventional Investor believes asset allocation is key and designs portfolios using low-cost index funds. They offer portfolio evaluations and financial plans, updated every 2-4 years, covering asset allocation, fees, and tax exposure. For ongoing clients, they provide initial portfolio recommendations, manage cash events, and rebalance portfolios as needed. Financial planning is included with ongoing portfolio management.
Assets Under Management$270M
Clients88
Advisors2
Avg. per Client$3M
Avg. per Advisor$130M
www.unconventionalinvestor.com ·www.linkedin.com/in/paul-o-leary-473941 ·www.linkedin.com/in/matt-o-leary-2827258b
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.40% |
| $500K+ | 0.20% |
Fee may be negotiable in limited circumstances, such as a client placing a very large portfolio with us. Financial planning services are included.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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