Finomenon Investments provides financial planning and investment management services to individuals, high net-worth individuals, charitable organizations, and corporations. Finomenon Investments is a fee-only firm, meaning it only receives compensation from its clients for its services. Finomenon Investments may recommend third-party professionals, but does not receive compensation from them.
Assets Under Management$3.1M
Clients16
Advisors2
Avg. per Client$190K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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