Contrafactum Research & Management provides customized investment management services for individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm builds portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds. Contrafactum practices active management, employing both fundamental research and technical analysis to navigate market cycles and aim for long-term growth while managing risk. The firm operates on a discretionary basis, meaning they make trades on your behalf after establishing an agreed-upon investment strategy. Contrafactum does not provide financial planning, estate planning, or insurance planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1M+ | 0.85% |
Fees are billed quarterly in arrears. Fees may be negotiated in specific circumstances but will not exceed standard rates.