A.W. Jones Advisors provides investment advice, primarily managing fund-of-funds for high net worth individuals, family offices, and institutions. They invest in investment partnerships, managed accounts, and other investment vehicles, generally favoring fundamental, research-driven strategies. They also offer tailored hedge fund portfolios to non-fund clients. A.W. Jones does not tailor investment decisions to the needs of any particular investor and investors may not impose any restrictions on the Funds or Insurance Fund.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are determined by the Adviser based on the assets managed for the client and the complexity of the tailored portfolio but are not expected to exceed 1.00% per annum. The Adviser has not historically negotiated fees but may do so in the future; and the Adviser reserves the right to waive or reduce fees based on a variety of factors.