Multus Asset Management

Fee-Only (% of Portfolio)Fixed/Hourly

Multus Asset Management offers investment advice to high-net-worth individuals and private companies. They create customized investment strategies based on your financial situation, risk tolerance, and goals. Services may include consulting on portfolio construction, investment opportunities, and hedging. Multus typically invests in U.S. corporate bonds, sovereign bonds, exchange-traded equities, mutual funds, exchange-traded funds, and call options.

Assets Under Management$16M
Clients82
Advisors1
Avg. per Client$200K
Avg. per Advisor$16M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Multus Asset Management charges a fee based on a percentage of the value of your investments. The annual fee typically ranges from 1.25% to 2%. The fee is paid quarterly, based on the value of your investments at the end of the previous month or quarter. The specific fee and billing arrangements are detailed in your agreement. Fees may be negotiable.

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Location

1 Advisors at this firm

Multus Asset Management | TrueAdvisor