Severin Investments LLC
Assets Under Management
$127.6M
Number of Clients
236
Number of Advisors
5
Average Client AUM
$541K
AUM per Advisor
$25.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Severin Investments, LLC is an SEC-registered investment adviser offering portfolio management services through the Severin Investments Wrap Fee Program. They determine client needs through personal information, risk tolerance, and time horizons, documented in an Investment Policy Statement (IPS). Portfolios are customized based on the IPS and investment models.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Clients pay an asset-based wrap fee that covers financial advice, active portfolio management, and ticket charges. The maximum annual fee rate is 2.0%. SI imposes a minimum annual fee of $1,500 per household unless otherwise negotiated. Both asset breakpoints and the fee applied at each tier may be negotiable. Fees are billed monthly in advance. Institutional retirement plans are subject to a flat fee determined by a bidding process and subject to negotiation.
Areas of Practice
Location
211 North Broadway, Suite 2925, St. Louis, MO, 63102