Allocator Solutions offers investment advice tailored to individual client needs, including reviewing investment goals and recommending asset allocation strategies using various investment products like stocks, bonds, and mutual funds. Allocator Solutions also manages the Mission Multiplier Fund. Services are available to individuals, high net worth individuals, and charitable organizations.
Assets Under Management$510M
Clients1
Advisors1
Avg. per Client$510M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $250.0M | 0.25% |
| $250M+ | 0.12% |
Allocator Solutions has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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