724 Asset Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment decisions. 724 Asset Management may also choose third-party investment advisors to manage client assets. Additionally, they offer consulting services to pension and employee benefit plans.
Assets Under Management$200M
Clients1
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.