STUDIOi, LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning services covering investments, insurance, retirement, college, and debt/credit. STUDIOi can direct clients to third-party investment advisors like Matson Money and Betterment. They also offer estate planning document coordination through Snug, a third-party software platform.
Assets Under Management$5M
Clients15
Advisors1
Avg. per Client$340K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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