Firm
Profolio Investments
Union, Kentucky
Fee-only
Facts
| Based in | Union, Kentucky |
|---|---|
| Website | profolioinvest.com |
| [email protected] | |
| Phone | (801) 608-8874 |
Profolio Investments fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $450 a year |
|---|---|
| Asset-based fee | 0.65% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Wealth Planning: $450 annually" source
"Investment Management: 0.65% annually" source
"Profolio accepts accounts of all sizes." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 25 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 173241 |