Addicus Advisory, LLC
Assets Under Management
$262.7M
Number of Clients
190
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$52.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Addicus Advisory, LLC, based in Tupelo, MS, provides discretionary and non-discretionary portfolio management, financial planning, and consulting services. They tailor investment advice to clients' needs, using strategies like fundamental analysis and modern portfolio theory. They may also recommend third-party money managers and advise on various securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management, as detailed in the fee schedule. Fees are billed quarterly or monthly in arrears. Financial planning and consulting services are offered for a fixed fee, ranging from $2,500 to $75,000, depending on the complexity and scope of the services. The firm may earn commissions as insurance agents, creating a potential conflict of interest.
Areas of Practice
Location
333 W. Franklin Street, Tupelo, MS, 38804