Storgate offers wealth management services to individuals, families, foundations, and trusts. These services include investment management, financial counseling, consultation, and family office concierge services. Storgate also provides investment consulting services for certain clients on accounts and assets that Storgate does not manage, including private assets. Storgate provides investment advisory services on a fee-only basis. Storgate may also assist clients in determining their financial objectives, identifying financial issues, analyzing cash flows, tracking and reporting on financial assets, including private assets, and counseling on issues related to risk management, gifting, and tax and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees for Investment Advisory Services range from 0.20% to 0.80%. Storgate reserves the right to negotiate fee arrangements with prospective and existing clients. Storgate makes exceptions to its standard fee schedule on a case-by-case basis at its discretion.