Protegro offers ongoing investment advisory services, using unaffiliated sub-advisors for portfolio management. Protegro maintains client relationships and monitors changes in client's financial situations. They may recommend other professionals like lawyers or accountants. Protegro also offers comprehensive retirement and financial planning services, reviewing income needs and financial assets.
Assets Under Management$4.3M
Clients33
Advisors1
Avg. per Client$130K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Protegro charges 1% of your portfolio annually. This fee covers Protegro's services and the fees of the sub-advisors who manage your investments. The total combined fee ranges from 1.35% to 2.00% depending on the sub-advisor used and the size of your account. Fees are billed monthly.
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