Adrian Lee & Partners is an asset manager specializing in currency and asset management. The firm provides discretionary currency management services to separately managed accounts and is a fixed income specialist. The firm tailors services to match individual client needs and restrictions.
Assets Under Management$21B
Clients11
AdvisorsN/A
Avg. per Client$1.9B
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200.0M | 0.50% |
| $200.0M - $400.0M | 0.40% |
| $400.0M - $600.0M | 0.35% |
| $600M+ | 0.25% |
These fees are for currency management. Fixed income management fees are: First $25M: 0.50%, Next $25M: 0.45%, Next $50M: 0.40%, Next $100M: 0.35%, Thereafter: 0.30%. Fees may be negotiated or modified.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.