CUBIC Advisors manages investment portfolios for individuals, corporations, and trusts, offering both discretionary and non-discretionary services. They provide advice on asset allocation and portfolio diversification using mutual funds, exchange-traded funds, and individual securities. CUBIC also offers financial planning services, including retirement and estate planning. They may recommend third-party money managers to clients.
Assets Under Management$50M
Clients54
Advisors2
Avg. per Client$930K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
CUBIC Advisors charges an annual fee based on a percentage of the value of the assets they manage. The fees are negotiable and charged monthly in arrears. The brochure does not specify the percentage charged. If CUBIC recommends a third-party manager, those fees are in addition to CUBIC's fees.
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