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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →