Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Retail Asset Management: Amounts over $1,000,000 are negotiable.
Fee Estimator
Accuvest charges an annual fee based on assets under management. For retail asset management, the first $1,000,000 is billed at 2.00%, and amounts over $1,000,000 are negotiable. For institutional asset management, the first $1,000,000 is billed at 1.50%, the next $1,000,000 to $2,500,000 is billed at 1.25%, the next $2,500,000 to $5,000,000 is billed at 1.00%, and amounts over $5,000,000 are negotiable. Consulting fees are charged on a one-time or annual retainer basis, and research fees are charged on an annual flat fee basis. A minimum fee of $25,000 per engagement is generally charged for financial consulting services.
Areas of Practice
Advisor Information
Office location
3100 Oak Road #380, Walnut Creek, CA, 94597
Get directionsRegulatory History
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Eric is a company officer at Alpha Brands, working on the Global Brands Index. He dedicates a few hours per week to this business.