Continuum Advisory, LLC logo

Continuum Advisory, LLC

Updated today

Total assets under management

$1,417,081,752

Total clients

2,775

28% high-net worth

Total advisors

33

of 69 employees

Firm size

Multi Team

Average clients per advisor

84

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Continuum Advisory, LLC

873 E. State Street

Eagle ID 83616, United States

Number of offices

18

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