Fundamental Investment Services is a registered investment advisor offering discretionary portfolio management and financial consulting services. Investment advice is tailored to meet client's needs and investment objectives. They may invest client assets according to model portfolios with varying degrees of risk tolerance. They also offer asset allocation services and sub-advisory services to other registered investment advisors.
Fee Structure
Fundamental Investment Services charges an annual fee for managing your investments, which varies between 0.25% and 1.25% of the value of your portfolio. The specific fee depends on the amount you invest, the type and complexity of services, and the level of administration requested. This fee is deducted from your account quarterly.