Breakthru Advisory Services provides ongoing asset management services by determining your individual investment goals, risk tolerance, and objectives. They also offer financial planning and consulting services, including cash flow analysis, retirement strategy, long-term investment plans, and tax reduction strategies. Breakthru may use sub-advisors to manage client accounts.
Assets Under Management$240M
Clients568
Advisors1
Avg. per Client$430K
Avg. per Advisor$240M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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