21:5 Advisors offers investment management and financial planning services. The firm creates personalized financial plans and manages investment portfolios based on client goals and risk tolerance. Financial planning covers areas like cash flow, debt management, taxes, insurance, investments, retirement, and estate planning. 21:5 Advisors may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $6.0M | 0.25% |
| $6M+ | Included |
For assets over $6,000,001, a fixed annual fee of $30,000 is charged. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...