Astute Financial, LLC manages investment portfolios based on clients' individual needs and goals. They also offer ongoing comprehensive financial planning, where a planner works with clients to develop and implement a plan, monitoring it and recommending changes as needed. The firm uses Modern Portfolio Theory as its primary method of investment analysis.
Assets Under Management$31M
Clients28
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.50% |
Fees are negotiable. Firm also offers a negotiated quarterly flat-fee that depends on the individual needs and situation of the client. The quarterly flat-fee will not exceed 2% of AUM, based on the account value as of the last day of the previous quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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