21:5 Advisors is an investment advisory firm based in Arizona that offers personalized investment management and financial planning services. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and fee-based annuities, operating under a legally required standard to act in your best interest. In addition to managing investments, 21:5 Advisors creates customized financial roadmaps covering broad life areas such as organization, cash flow, taxes, insurance, retirement, and estate planning coordination. The firm works on an ongoing or project basis and coordinates with independent third parties for specialized legal and insurance solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes. Fee-based annuity assets are charged at a flat annual rate of 1.00%.