11 Financial provides ongoing portfolio management services based on individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. 11 Financial also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. 11 Financial may recommend Betterment LLC as a sub-advisor.
Assets Under Management$24M
Clients110
Advisors6
Avg. per Client$220K
Avg. per Advisor$4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...