5Talents Investing, LLC offers investment management services using advanced trading strategies. They work with individuals, high net worth individuals, charitable organizations, and other business entities. Their strategies aim for growth and income, and aggressive growth using equities, exchange-traded funds, and options. They actively monitor strategies for market fluctuations. The firm does not offer tailored investment advice, so clients cannot impose limits on investments.
Assets Under Management$150K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$150K
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees are negotiable based on account value and total assets managed by the firm. Performance-based fees may also apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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