The Advocate Group provides financial planning and investment management services tailored to each client's needs. Financial planning covers long-term financial goals, including investment management, tax planning, retirement planning, estate design, risk management, and charitable giving. Investment management involves ongoing supervision of client investment accounts, making trades when necessary. The Advocate Group primarily serves senior officers of large companies and individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2M+ | 0.75% |
At The Advocate Group’s discretion, The Advocate Group can reduce its standard fee or elect to charge a flat fee. Each client’s specific fee arrangement is negotiable and will be determined based on factors such as, but not limited to, the total assets under management, the number of accounts managed, the client’s financial situation, and the client’s overall relationship with The Advocate Group.