46 and 2 Investment Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily advise on mutual funds, equities, fixed income securities, ETFs, and real estate funds.
Assets Under Management$43M
Clients35
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable depending on the complexity of services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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