Servus Capital Management offers financial planning and portfolio management services. Financial planning covers retirement, education, estate, and insurance. For portfolio management, they determine your risk tolerance and asset allocation, then use a price overlay strategy. They also offer an 'Asset Parking Service' where clients manage their own investments with assistance from Servus Capital Management for documents, planning, and research. They also offer a Quantitative Portfolio Management (QPM) platform that uses a proprietary algorithm to determine when to follow the trend of various asset classes.
Fee Structure
Servus Capital Management offers several investment platforms with different fee structures:
- ETF Platform:
- Less than $2 million: 1.25% per year
- $2 million but less than $5 million: 1.00% per year
- $5 million but less than $10 million: 1.00% per year
- $10 million but less than $25 million: 0.75% per year
- $25 million and above: Custom Pricing
- Asset Parking Service:
- Less than $2 million: 0.50% per year
- $2 million but less than $5 million: 0.40% per year
- $5 million but less than $10 million: 0.30% per year
- $10 million but less than $25 million: 0.25% per year
- $25 million and above: Custom Pricing
- Quantitative Portfolio Management:
- Up to $10 Million: 3.00% per year
- $10 Million and over: 2.5% per year
- Mutual Fund Platform (Not Recommended):
- Less than $2 million: 1.50% per year
- $2 million but less than $5 million: 1.50% per year
- $5 million but less than $10 million: 1.50% per year
- $10 million but less than $25 million: 1.50% per year
- $25 million and above: 1.50% per year
Fees are negotiable and multiple accounts may be combined for fee calculation purposes. They do not charge a minimum account fee, annual fee, inactivity fee, or low balance fee.