21st Financial offers investment management services, creating and overseeing investment portfolios tailored to each client's goals and risk tolerance. They use both fundamental and technical analysis to pick investments, generally using a long-term, buy-and-hold strategy. For some clients, they may recommend investing in Bitcoin or related products.
Assets Under Management$450K
Clients18
Advisors1
Avg. per Client$25K
Avg. per Advisor$450K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.21% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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