Ativo Capital Management provides investment management services, offering various long-only equity strategies to both individual and institutional clients through separately managed accounts. Ativo also manages model portfolios for unified managed account platforms. Ativo does not provide financial planning services.
Fee Structure
Ativo Capital Management's fees for investment management are based on a percentage of the assets they manage for you. The exact percentage depends on the specific investment strategy you choose and the size of your account. The fees are calculated differently for each strategy, with rates decreasing as the amount invested increases.
For example, the International Developed strategy has the following fee structure:
- First $50 million: 0.50% per year
- Next $50 million: 0.45% per year
- Next $100 million: 0.40% per year
- Remaining Balance: 0.35% per year
Other strategies have different fee schedules. These fees are generally billed quarterly, at the end of each calendar quarter.