Noctua International Wmg, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Noctua International WMG, LLC offers customized investment portfolios and financial advice to individuals, corporations, and pooled investment vehicles. Services include asset management, research, and financial planning. Noctua also provides introductions to its affiliate Investment LLCs for real estate investment opportunities. Management and performance fees are negotiable.

Assets Under Management$390M
Clients41
Advisors3
Avg. per Client$9.4M
Avg. per Advisor$130M

Fee Structure

Noctua International WMG, LLC's management fees for investment accounts are negotiable and vary based on account size and other factors. These fees typically range from 0.25% to 1% of the average value of the assets managed. Performance fees also apply, ranging depending on the Incentive Fee plus LIBOR of the annual net profits attributable to such accounts, in most cases with hurdle rates. Both management and performance fees are negotiable.

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Location

3 Advisors at this firm

Noctua International Wmg, LLC | TrueAdvisor