Amazonite Investments provides investment management services on both a discretionary and non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. They also offer financial planning services, including full financial plans and consultations on specific financial topics. Investment strategies are tailored to client objectives, and clients can impose restrictions on investments.
Assets Under Management$6.3M
Clients66
Advisors2
Avg. per Client$95K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.81% |
| $250K - $500K | 1.53% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
The annual fee is negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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