Erguz offers asset management services to clients, determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Erguz may act as a sub-advisor to other investment advisors.
Assets Under Management$890M
Clients51
Advisors1
Avg. per Client$17M
Avg. per Advisor$890M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Erguz charges an annual investment advisory fee based on the total value of your portfolio. The annual fee is negotiable. Fees are billed quarterly.
The fee schedule is as follows:
- $0 - $10,000,000: 1.00%-.50%%
- Over $10,000,000: .50%-.05%
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