Maze Investments, LLC

Fee-Only (% of Portfolio)

MAZE Investments is an investment advisor managing private investment funds (Blue Opportunity Fund, MAZE Focus Fund) and separately managed accounts. MAZE seeks superior returns through a research process focused on undervalued and under-covered companies. For separately managed accounts, MAZE constructs portfolios tailored to each client's specific needs. MAZE may also provide sub-advisory and investment research consulting services.

Assets Under Management$130M
Clients3
Advisors2
Avg. per Client$42M
Avg. per Advisor$64M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

MAZE Investments manages separately managed accounts for a fee. The fee can be either a percentage of your portfolio or an incentive fee based on performance, or a combination of both. For passive asset allocation strategies, the fee typically ranges from 1% to 2% per year. For accounts managed on directed platforms, the client determines the fee structure, which MAZE has negotiated. These are typically incentive-based only, ranging from 15% to 40%. Fees are based on the value of the account and are payable quarterly.

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Location

2 Advisors at this firm

Maze Investments, LLC | TrueAdvisor