Ergus Asset Management Ltd. provides continuous investment advice based on each client's specific needs. They develop a personal investment policy and manage a portfolio based on that policy. Ergus gathers information about the client's objectives, time horizons, risk tolerance, and liquidity needs. They manage accounts on a discretionary or non-discretionary basis. Ergus may also sponsor or manage pooled investment vehicles in the future.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to equities. Fixed income assets are charged 0.50% to 0.75%. Minimum account size of $250,000, but this may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.