Twenty-First Century Financial Advisors provides personalized investment management using asset allocation strategies and analysis of mutual fund and exchange traded fund performance. They also offer financial planning services to organize financial data, identify needs, and evaluate options, including analysis of net worth, taxes, insurance, cash flow, investments, retirement, estate planning, education funding, and risk management.
Assets Under Management$68M
Clients38
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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