Principium Investments LLC
Assets Under Management
$198.3M
Number of Clients
228
Number of Advisors
2
Average Client AUM
$870K
AUM per Advisor
$99.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Principium Investments, LLC offers investment supervisory and management services, financial planning, estate planning, philanthropic planning, and investment consulting. They manage client investment portfolios by actively allocating assets between one or more of its 6 “Client Account Risk Profiles” using a variable mix of globally diversified investment strategies. Financial planning is offered with a CFP® and financial planning software.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Principium Investments charges an annual flat fee based on assets under management. For accounts under $500,000, the fee is 1.50%. For accounts between $500,001 and $1,000,000, the fee is 1.25%. For accounts over $1,000,000, the fee is 1.00%. Financial planning and non-legal estate planning services are normally provided to investment management clients at no extra cost. Stand-alone consulting services range from $250 to $500 hourly, and $5,000 to $10,000 monthly on a fixed fee basis.
Areas of Practice
Location
CO, United States