Portage Wealth provides continuous advice and portfolio management based on each client's goals, time horizon, and risk tolerance. Portage creates an investment plan for each client and constructs a portfolio that matches their specific situation and goals. Services include financial planning, investment strategy, asset location and selection, risk tolerance, personalized investment policy, and regular portfolio monitoring. Portage requests authority to make trades without asking first.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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