TwentyThree Advisory LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. The firm creates an Investment Policy Statement for each client. TwentyThree Advisory generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements, although it primarily recommends equities.
Assets Under Management$37M
Clients4
Advisors1
Avg. per Client$9.3M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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