Assets Under Management
$198.3M
Number of Clients
228
Number of Advisors
2
Average Client AUM
$870K
AUM per Advisor
$99.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Principium Investments is a fee-only RIA offering investment supervisory and management services, financial planning, estate planning, philanthropic planning, and investment consulting. They manage client portfolios by actively allocating assets between six client account risk profiles using ETFs, individual stocks, and mutual funds. Financial planning is offered with live data and constant updates.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
CO, United States