ProForza Advisors distributes and administers a quantitative systematic investment methodology called Active Risk-Based investing (ARBi). ProForza does not tailor investment advice based on individual needs, but assists clients in understanding how each product fits into their overall portfolio. ProForza offers fee-based products, including fees based on assets under management and performance-based fees, to high net worth individuals and institutional clients.
Fee Structure
ProForza Advisors' fees include a combination of management and performance-based fees, which are negotiable.
For retail and institutional clients, the annual management or service fee ranges from 0.25% to 2.0% of assets under management, assessed and paid monthly. The performance fee, if any, ranges from 10% to 20% of net gain, assessed and collected generally on a calendar quarter basis subject to high water marks.
For retail clients, there is no performance fee unless separately negotiated.
For sub-adviser clients, the maximum aggregate annual management fee is 2%.