Annualitix specializes in managing investment portfolios and providing financial consulting to individuals, families, and companies. The firm tailors its services to each client's needs, circumstances, and risk tolerance. Annualitix may recommend investments in stocks, bonds, mutual funds, and other securities. It is up to the client to implement recommendations.
Assets Under Management$1.9M
Clients15
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
All AUM fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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