Accuvest Global Advisors offers full-service asset management, portfolio supervision, and specialized investment strategies for individuals, families, and institutional clients. Founded in 2005 and based in Provo, Utah, Accuvest Global Advisors builds customized portfolios using individual stocks, bonds, options, and mutual funds tailored to each client's specific goals. The firm reviews client portfolios at least monthly and rebalances them as needed. In addition to direct asset management, Accuvest Global Advisors offers consulting services, research, and sub-advisory services for other financial firms, and acts as sub-adviser for certain exchange-traded funds. Accuvest Global Advisors emphasizes individualized investment advice and allows clients to place reasonable restrictions on their holdings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees for amounts over $1,000,000 are negotiable. Institutional asset management rates range from 1.50% down to 1.00% for the first $5,000,000 and are negotiable above that.