Successful Portfolios creates custom investment portfolios for individuals, families, and organizations based on their needs, goals, and risk tolerance. They use stocks, bonds, options, and exchange-traded funds. Their approach includes understanding investor psychology and analyzing investment opportunities.
Assets Under Management$240M
Clients191
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable depending on account size, strategy, and complexity. Qualified investors may negotiate a performance fee compensation arrangement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...