5 Talents Advisors provides financial planning and investment management services. Financial planning covers topics like net worth, cash flow, taxes, insurance, retirement, and 401k reviews. Portfolio management involves creating customized portfolios based on your goals, time frame, and risk tolerance. 5 Talents Advisors may also provide retirement plan consulting services.
Assets Under Management$43M
Clients219
Advisors2
Avg. per Client$200K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.85% |
Management fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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