Refresh Investments provides investment and financial advice, including financial planning and investment management. Financial planning includes creating a detailed plan and ongoing support. Investment management involves custom portfolios and asset allocation models. The firm may use sub-advisors and a third-party order management system. They may also provide supervision and investment recommendations for held-away accounts.
Assets Under Management$42M
Clients20
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
*Account Value may include the total value of the portfolio managed by The Firm for a client’s household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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