Akros Investments provides various services, including business and institutional consulting, retirement plan consulting for plan sponsors, investor education, and portfolio management. Akros offers consulting on business strategy, governance, risk management, and compliance. For retirement plans, Akros advises plan sponsors on fiduciary responsibilities. Akros also provides education and consulting to individuals and businesses on investment options and financial situations. Akros manages investment portfolios on a discretionary or non-discretionary basis, tailoring portfolios to client goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $7.0M | 0.70% |
| $7M+ | 0.40% |
These rates are for discretionary accounts. Non-discretionary accounts are charged at a higher rate: $250,000 to $1,000,000: 1.15%, $1,000,001 to $7,000,000: 0.80%, Over $7,000,001: 0.45%. Minimum monthly fee of $400 for discretionary and $475 for non-discretionary accounts, which may be negotiable.