Rampart Asset Management LLC

Fee-Only (% of Portfolio)

Rampart Asset Management offers investment management services, focusing on fixed-income and equity investments. Rampart tailors its services to meet the specific investment objectives and needs of its institutional clients. Rampart may act as a subadviser to other investment advisors. Rampart generally limits its investment management services to bonds, individual equities, options, mutual funds, exchange traded funds, and preferred stocks.

Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Rampart Asset Management's fees for managing your investments are negotiated and can be up to 1.25% of the value of your portfolio per year. The fees can be billed monthly or quarterly, either in advance or after the services are provided, depending on the agreement. The basis for calculating the value of your portfolio varies based on the individual arrangement with each client.

Loading...
Location

3 Advisors at this firm