Fundamental Investment Services offers discretionary and non-discretionary portfolio management, asset allocation, and financial consulting services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Fundamental Investment Services tailors its investment strategies to meet each client's specific financial situation, risk tolerance, and goals, using a variety of analysis methods including technical, fundamental, cyclical, and modern portfolio theory. Fundamental Investment Services also provides sub-advisory services to other registered investment advisors and operates a wealth management informational platform called Fund@mental. Fundamental Investment Services generally does not require a minimum dollar amount to open an account, though accounts falling below an effective management size may be subject to termination.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual portfolio management fee varies between 0.25% and 1.25% based on asset value, complexity, and administration level. Fees are negotiable.