Enhanced Investment Partners provides asset management services using the Enhanced Dynamic methodology. They monitor investment managers and vehicles within client accounts and make trades as agreed. They also offer non-discretionary input. They specialize in serving institutional, mid-market, and high-net-worth investors, including retirement plans, endowments, foundations, and families.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.38% |
| $50.0M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250.0M - $500.0M | 0.18% |
| $500.0M - $750.0M | 0.16% |
| $750.0M - $1000.0M | 0.14% |
| $1000M+ | 0.12% |
Fees are generally non-negotiable, but may be adjusted based on asset size and special requirements. For qualified clients, a performance-based fee structure is available, involving a reduced asset-based fee (50% reduction) plus a performance fee (up to 20% of capital appreciation).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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