Determined Advisors provides financial planning and portfolio management services to individuals. Financial planning covers cash flow, college funding, retirement, and estate planning. Investment management uses a Core + Satellite approach with mutual funds, ETFs, and individual securities. Fees are negotiable, and there is no minimum account size.
Assets Under Management$14M
Clients21
Advisors1
Avg. per Client$660K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
For the benefit of discounting the asset-based fee, Determined Advisors aggregates accounts for the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...