Continuum Advisory, LLC
Assets Under Management
$1.4B
Number of Clients
2,849
Number of Advisors
38
Average Client AUM
$497K
AUM per Advisor
$37.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Continuum Advisory provides financial planning, consulting, and investment management services. They utilize the Amplify platform for administrative and technological support. Services are tailored to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. They also offer retirement plan consulting services to qualified employee benefit plans.
Fee Structure
Financial planning and consulting fees range from $500 to $5,000, depending on the scope and complexity of services. Investment management fees are negotiable and vary based on the advisor's relationship with the client, portfolio size, and services provided, with a maximum of 2.95%. Amplify Separately Managed Account Manager Fees range from 0.20% to 1.50%, billed quarterly in advance. Continuum Advisory retains a portion of these fees, ranging from 0.00% to 0.20%. Retirement plan consulting fees are either fixed (up to $40,000) or asset-based (0.15% to 1.00%).
Areas of Practice
Location
873 E. State Street, Eagle, ID, 83616