Continuum Advisory, LLC

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Total assets under management

$1,417,081,752

Total clients

2,775

28% high-net worth

Total advisors

of 69 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$510,660

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning and consulting fees ranging from $500 to $5,000; retirement plan consulting fixed fees up to $40,000.

Percentage

0.00% to 2.95%, tiered and fully negotiable based on client relationship and portfolio size, with a maximum of 2.95%

Commissions

Some Advisors offer securities brokerage and insurance products under separate commission-based arrangements.

Other

Account minimum: No stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship; however, certain TPAMs and SMA Managers may impose their own minimums. Minimum fee: Financial planning and consulting fixed fees range from $500 to $5,000, negotiable. Fee-only: Financial planning and consulting fixed fees ($500 to $5,000) and retirement plan consulting fees (fixed fee up to $40,000 or asset-based 0.15% to 1.00%).

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

Continuum Advisory, LLC

873 E. State Street

Eagle ID 83616, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 2084171933

Advisors at this firm

Simon K

Series 66

Bentonville, AR

Continuum Advisory, LLC

Shannen I

Series 63, Series 65

Sonora, CA

Continuum Advisory, LLC

Andrew E

ChFC®, Series 63, Series 65

Bozeman, MT

Continuum Advisory, LLC

Christopher M

Series 66

Eagle, ID

Continuum Advisory, LLC

Shawn C

Series 66

Tampa, FL

Continuum Advisory, LLC

Scott N

Series 63

Eagle, ID

Continuum Advisory, LLC

Nicholas L

Series 63, Series 66

Valencia, CA

Continuum Advisory, LLC

Mark A

CFP®, Series 63

Folsom, CA

Continuum Advisory, LLC

Cameron B

CFP®, Series 66

Eagle, ID

Continuum Advisory, LLC

Kari Jo B

CFP®, Series 63, Series 65

Liberty, MO

Continuum Advisory, LLC

George C

CFA®, Series 63, Series 65

Tampa, FL

Continuum Advisory, LLC

Jacob C

Series 63, Series 66

Eagle, ID

Continuum Advisory, LLC

Matthew M

Series 65

Tampa, FL

Continuum Advisory, LLC

Jacqueline L

CFP®, Series 63

Aptos, CA

Continuum Advisory, LLC

Teresa Y

Series 63, Series 65

Eagle, ID

Continuum Advisory, LLC

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