Athena Investment Management provides investment advisory and management services, including creating investment plans, providing progress reports, advising on account creation, and maintaining tax records. Portfolios are managed to maximize long-term, after-tax returns based on the client's needs, risk tolerance, and time horizon. Athena focuses on a universe of 100 publicly-traded companies and similar mutual funds, but tailors the exact mix to each client's specific situation.
Assets Under Management$300M
Clients90
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.17% |
| $10M+ | 0.10% |
Other client fees may differ due to prior negotiations. In certain cases, single rate fees are negotiated. In this circumstance, client fees as billed are the lesser of the negotiated rate or the rate as computed by the standard fee table.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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