38x Holdings Inc. (3HI) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. 3HI creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. 3HI generally limits its investment advice to equities and non-U.S. securities. 3HI requires discretionary authority to select securities and execute transactions.
Assets Under Management$3.2M
Clients17
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
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...