Metatrends, LLC is an advisory and wealth management firm that provides investment advice and manages client portfolios. Metatrends has the authority to buy and sell securities on your behalf. Metatrends works with clients to determine an investment strategy based on their individual needs, including their time horizon, risk tolerance, and investment experience.
Assets Under Management$5.7M
Clients20
Advisors1
Avg. per Client$290K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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