Advisory Research (ARI) offers investment management services to institutional and high-net-worth clients through separately managed accounts, pooled investment vehicles, and model-based accounts. ARI invests primarily in domestic equities and American Depository Receipts (ADRs). ARI seeks to tailor its services to each client's individual needs and may accommodate reasonable investment restrictions. ARI also provides model portfolios to unaffiliated third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for separately managed accounts generally range up to 1.00%. ARI reserves the right to negotiate the fee with all its clients and charge a higher or lower fee than the fee described. In addition to an asset-based fee, ARI may also charge a performance-based fee on some accounts.