Investment management fees are negotiable and based on factors like account size and investment strategy. Fees are typically tiered, decreasing as assets increase. The standard fee schedule for Quantitative Portfolio strategies ranges from 0.095% to 0.30%, but lower fees may be negotiated. Fixed Income Quantitative Portfolios have a standard fee of 0.095%. Advisor fees are not included and generally range from 0.80% to 1.10%. Additional fees of 0.02% - 0.10% apply when Envestnet's Tax Overlay or Values Overlay is utilized. These fees do not include brokerage, clearing, platform, or custody fees.
Lake Forest, IL
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Learn about disclosures →Brandon serves as the treasurer for Prepare the Way, a nonprofit organization, overseeing their books. This activity is not investment-related and requires minimal time.