Principled Advisors, Inc. primarily helps businesses set up and manage their employee retirement plans, including investment analysis, plan design, and ensuring they follow federal retirement plan rules. They also offer investment advice and portfolio management to individuals and high-net-worth individuals. All retirement plan investments are chosen by the plan participants themselves.
Assets Under Management$15M
Clients150
Advisors1
Avg. per Client$100K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based upon specific services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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