AthenaInvest uses behavioral finance principles to manage investments for financial professionals, investment companies, institutions, and individual investors. They build portfolios using mutual funds, stocks, and exchange-traded products, allocating assets across U.S. equity, international equity, fixed income, and cash. The firm's investment strategies include Athena Global Tactical and Athena Pure Valuation. AthenaInvest may refer individual investors to other financial institutions.
Assets Under Management$80M
Clients23
Advisors4
Avg. per Client$3.5M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable above $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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