Detalus Advisors offers financial advisory services, including wealth management and portfolio management, to individuals, families, businesses, and non-profit organizations. Detalus works with clients to create an Investment Policy Statement (IPS) and tailored portfolios. They monitor portfolios regularly and provide quarterly reports. Detalus also partners with Marstone, LLC to provide online financial management through the Detalus Digital Program.
Assets Under Management$930M
Clients646
Advisors12
Avg. per Client$1.4M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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