Aydt Investment Management provides ongoing investment management services based on your financial goals, risk tolerance, and financial situation. They primarily use exchange-traded funds (ETFs) and no-load mutual funds, but may also recommend stocks and bonds. Basic financial advice is included for investment management clients. More comprehensive financial planning is available under a separate agreement for an hourly or fixed fee.
Assets Under Management$47M
Clients132
Advisors1
Avg. per Client$350K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The standard fee is 1.25% annually, but this rate is negotiable. There is a minimum quarterly fee of $25 per account, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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