Fintelect AM, LLC offers ongoing portfolio management services to individuals, high-net-worth individuals, and investment companies. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Fintelect AM, LLC requires authority to make trades without asking first. They generally limit their investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities.
Assets Under Management$7.4M
Clients72
Advisors1
Avg. per Client$100K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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