Robotti & Company Advisors, LLC

Fee-Only (% of Portfolio)

Robotti & Company Advisors provides investment management services for separately managed accounts and private investment funds. The firm offers both discretionary and non-discretionary investment management. Robotti & Company Advisors' strategies include Value Equity, Select Value, Single Issue, Concentrated Value, and Central Asia Opportunity. The firm does not offer financial planning services or an asset allocation program based on a client’s financial circumstances.

Assets Under Management$880M
Clients251
Advisors5
Avg. per Client$3.5M
Avg. per Advisor$180M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Robotti & Company Advisors offers investment management services with fees based on a percentage of your portfolio's value. The annual fee typically ranges from 1% to 2%. The Select Value Strategy has a fee of 0.90% to 1.20% per year. Some accounts may be charged a performance-based incentive fee. Wrap Fee accounts are also offered with fees ranging from 1.00% to 2.00% annually, depending on the amount invested.

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Location

5 Advisors at this firm