Namesake Group offers investment advice and financial planning to individuals, high net worth individuals, charitable organizations, and businesses. They provide discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. Investment advice is tailored to meet client's needs and investment objectives.
Assets Under Management$7.2M
Clients16
Advisors1
Avg. per Client$450K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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