Astute Consulting LLC provides ongoing management of investment accounts. They work with clients to understand their investment goals, time frame, and risk tolerance, and then create a customized portfolio using model portfolios. Astute Consulting requests authority to make trades without asking first. They also offer custom portfolio management to high-net-worth individuals, charging a performance-based fee.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients are charged a performance fee instead of an asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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