STUDIO Investment Management provides investment advice, financial planning, and investment consulting. They manage investments based on a client's written guidelines. They may also discuss taxes, insurance, or estate matters, but clients are expected to seek primary advice from other professionals. STUDIO may offer one-time or ongoing investment consulting or financial planning engagements.
Assets Under Management$830M
Clients341
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain legacy clients may have a different fee schedule. Fees are not negotiable, but STUDIO may decide to charge a different fee at its own discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...