Accuvest Global Advisors offers investment management services, creating tailored portfolios using stocks, bonds, mutual funds, and other securities. They review and rebalance portfolios monthly based on client needs and goals. Accuvest also provides sub-advisory services to other advisors and consulting services to select firms. They offer custom research services as well.
Assets Under Management$940M
Clients45
Advisors4
Avg. per Client$21M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable over $1,000,000. Institutional rates are lower: 1.50% on the first $1,000,000, 1.25% on the next $1,000,000 to $2,500,000, and 1.00% on the next $2,500,000 to $5,000,000. Fees are negotiable over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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