S12 Group provides investment management services tailored to individual client needs. The firm discusses client circumstances, risk tolerance, and financial goals to develop a personal investment plan and manage an investment portfolio. Portfolios are monitored and adjusted as needed. Clients can request reasonable restrictions on investments. Clients generally pay either a percentage of assets under management or a performance-based fee.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified Clients may elect a performance-based fee instead of an annual asset-based fee. The performance-based fee is 20% of the realized annual portfolio performance, with a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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