Volumetric Advisers manages the Volumetric Fund, a mutual fund investing primarily in mid- to large-cap U.S. stocks. They also offer investment management for individuals and small businesses through separately managed accounts. Volumetric Advisers works with clients to understand their financial goals and recommends strategies to achieve them. Investments may include stocks, bonds, ETFs, and mutual funds. The firm may also offer advisory services as a one-time consultation.
Assets Under Management$38M
Clients4
Advisors2
Avg. per Client$9.4M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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