Reflow Services, LLC

Fee-Only (% of Portfolio)

ReFlow Services provides investment advice to a private fund. ReFlow's services include managing the fund's portfolio and trading, specifically to run a liquidity service and hedge the portfolio. The fund purchases long positions in mutual funds for a short period before redeeming them.

Assets Under Management$520M
Clients1
AdvisorsN/A
Avg. per Client$520M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The Management Fee is negotiable. ReFlow also receives a performance-based incentive fee of 20% of the profits reduced by any previously unrecouped losses.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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