Accuvest Global Advisors, INC.
Assets Under Management
$937.7M
Number of Clients
45
Number of Advisors
4
Average Client AUM
$20.8M
AUM per Advisor
$234.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Accuvest Global Advisors offers asset management services, creating tailored portfolios with various securities. They may utilize independent money managers. They also offer sub-advisory, consulting, and research services to other firms. The firm provides individualized investment advice and allows clients to impose restrictions on investments.
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
Location
3575 N. 100 E., Suite 350, Provo, UT, 84604