Artemis Wealth Advisors provides investment management services to high net worth and ultra-high net worth families, foundations, pooled investment vehicles, and other clients. Artemis provides services including asset allocation, manager selection and monitoring and performance reporting. Artemis combines its asset allocation and manager selection process with sophisticated macro-economic analysis, which allows Artemis to tailor its portfolio construction based upon such economic analysis. Artemis utilizes long term investment strategies that are tailored to address a client's individual circumstances and goals.
Fee Structure
Artemis Wealth Advisors charges a flat fee, billed quarterly in advance, based on the market value of the assets. The rates are individually negotiated with each client and may be adjusted based on the composition of assets managed and the complexity of the accounts.
Artemis FP also collects quarterly management fees in arrears and may charge performance fees, subject to negotiation with each client.
Our standard fee schedule is as follows:
- $5M - $25M: 0.80% - 1.00%
- $25M - $100M: 0.50% - 0.75%
- $100M +: 0.40% - 0.50%