St. Therese Financial offers ongoing asset management services, determining investment goals, risk tolerance, and objectives. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. St. Therese Financial conducts moral screenings on investments to minimize exposure to securities linked to abortion, LGBTQ+ issues, pornography, and human rights violations. Clients may receive additional financial planning advice at no extra cost.
Assets Under Management$830K
Clients13
Advisors1
Avg. per Client$64K
Avg. per Advisor$830K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is 0.75% for passive portfolios (Mutual Fund/ETF Portfolios) and 1.50% for active portfolios (Stock Portfolios). The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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