AdviPartner manages investment portfolios for clients based on their individual needs and goals. They work with clients to determine their risk tolerance, time horizon, and investment objectives. AdviPartner primarily invests in stocks, bonds, mutual funds, and exchange-traded funds. Clients give AdviPartner the authority to make trades without asking them first.
Assets Under Management$56M
Clients108
Advisors1
Avg. per Client$520K
Avg. per Advisor$56M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.87% |
| $3.0M - $4.0M | 0.84% |
| $4.0M - $5.0M | 0.81% |
| $5M+ | 0.81% |
Fees negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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