Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Addigence receives a performance-based fee based on the increase in value in each portfolio manager (PM) strategy the client has chosen to replicate in their account. The performance fee is up to 30%, dependent upon the PM strategy as determined by the applicable portfolio manager. Addigence retains 4.75% of the performance fee, with the remainder paid to the portfolio manager. Fees are withdrawn on a 90-day rolling basis or when the client changes their allocation. Monthly fees are also charged for access to Addigence’s online investment platform, payable in advance.
Areas of Practice
Advisor Information
Office location
200 Vesey St 24th fl, New York, NY, 10281
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenton works as a consultant at Additive Intelligence LLC, a consulting firm, dedicating a few hours per week. He is also the President of Addigence Corporation, an investment adviser, spending about a quarter of his time on this role.