Discretionary inc. manages investment portfolios based on individual client needs and goals. They offer continuous advice and develop personalized asset allocations. The firm also provides financial planning services, including one-time plans and ongoing support with quarterly reviews. Financial planning covers areas like financial goals, cash flow, debt management, risk management, and retirement planning.
Assets Under Management$310K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$310K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
For clients utilizing Discretionary inc.’s Financial Planning Services, the first $1,000,000 is 0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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