Artemis Wealth Advisors, LLC along with its relying advisers Artemis FP LLC and Orion Capital Management II LLC, provides wealth management and investment advisory services to high-net-worth and ultra-high-net-worth families, foundations, pooled investment vehicles, and other clients. Artemis Wealth Advisors combines asset allocation, macroeconomic analysis, and third-party manager selection to construct customized portfolios. The firm offers both discretionary and non-discretionary investment management services, utilizing exchange-traded funds, individual equities, bonds, and external specialist managers who employ diverse strategies such as long/short equity, event-driven arbitrage, and global macro-economic investments. Artemis FP focuses on separately managed accounts for accredited investors, typically ranging from $2 million to $10 million in portfolio value, utilizing exchange-traded funds, individual bonds, and equities. Orion Capital Management II manages a private fund for accredited and qualified clients. Artemis Wealth Advisors tailors its long-term investment strategies around each client's specific risk tolerance, capital appreciation goals, liquidity requirements, tax implications, and wealth transfer considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $100.0M | 0.75% |
| $100M+ | 0.50% |
Standard fee schedule ranges from 0.40% to 1.00% depending on portfolio size. Fees are individually negotiated and may be adjusted based on asset composition and account complexity. Artemis FP utilizes a similar schedule starting at $2 million.