Advantage Investing is a registered investment advisor firm based in Florida and Virginia that specializes in managing investment portfolios for individuals, businesses, non-profit organizations, and trusts. The firm builds customized portfolios using a mix of mutual funds, exchange-traded funds, stocks, bonds, and sometimes options or inverse and leveraged funds. Advantage Investing operates on an active management philosophy, regularly adjusting holdings to align with market conditions and client risk tolerances. Client assets are managed under full authority to make trades without asking first, guided by a personalized Investment Policy Statement. The firm offers several investment strategies ranging from conservative bond portfolios to aggressive growth models. In addition to direct portfolio management, Advantage Investing serves as a sub-advisor for other registered investment advisor firms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are not negotiable, though the firm reserves the right to reduce fees for special circumstances such as exceptionally large accounts, employees, and family members.