Antunes International Investment Management offers investment management and financial planning services on a fee-only basis. They provide advice on cash flow, budgeting, education funding, retirement planning, risk management, estate, and tax planning. Investment management includes ongoing portfolio supervision. They primarily use no-load mutual funds and exchange-traded funds but may also use other securities. They tailor advice to individual needs and objectives.
Assets Under Management$17M
Clients23
Advisors1
Avg. per Client$720K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable based on assets under management, complexity of goals, and level of services rendered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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