Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Proteus charges a maximum annual management fee of 0.96% (0.08% monthly) of assets invested in an Investment Product. This fee is tiered, with reductions for assets above certain thresholds: 0.84% for assets above $25M, 0.72% above $50M, 0.60% above $75M, and 0.48% above $100M. The Weather Mark Fund charges 1.50% annually, split between Proteus and a sub-advisor, plus a performance fee. The MG&A Fund charges a maximum annual management fee of 2.00%. Clients may also be charged for third-party transaction costs and other investment-related expenses.
Areas of Practice
Advisor Information
Office location
8900 Keystone Crossing, Suite 500, Indianapolis, IN, 46240
Get directionsRegulatory History (1)
Customer Dispute
October 1987Other Business Activities
Eric is a Managing Director and Portfolio Manager at Sight Capital Advisers LLC, an investment management firm, since July 2013. He dedicates nearly full-time hours to managing the company and investment portfolios.