Denali Advisors, LLC

Fee-Only (% of Portfolio)

Denali Advisors is an investment management firm specializing in quantitative-based strategies. Denali offers investment management services on a discretionary and non-discretionary basis, primarily to institutional, corporate, foundation, and high net-worth clients. Denali offers diversified investment strategies that include U. S. Equities, Non-U.S. Equities, Global Core Equities, Emerging Markets Equities, yield bearing, and alternative strategies. Denali also acts as a wrap fee account manager.

Assets Under Management$1.2B
Clients312
AdvisorsN/A
Avg. per Client$3.8M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Denali Advisors charges a fee based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy and the size of your account. Fees are negotiable and may not exceed 1% per year. Minimum investment amounts apply, depending on the strategy.

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Denali Advisors, LLC | TrueAdvisor