Splizer Invest, LLC offers portfolio management tailored to individual client goals, pension consulting services for employee benefit plans, retirement plan services acting as an ERISA fiduciary, and financial planning covering various aspects like retirement, college, and debt management. Splizer Invest primarily recommends a mix of passive and active management strategies using mutual funds, fixed income securities, equities, ETFs, and options.
Assets Under Management$3M
Clients15
Advisors1
Avg. per Client$200K
Avg. per Advisor$3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.5M | 0.65% |
| $7.5M+ | 0.45% |
Fees are negotiable. Qualified clients investing in alternative investments can choose between two performance-based fee schedules: 1% of assets plus 20% of capital appreciation, or a 9% hurdle with 35% of capital appreciation above 9%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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