Exceed Advisory offers investment strategies centered around options, delivered through separately managed accounts, mutual funds, and exchange-traded funds. Exceed does not offer general portfolio management or advice on market conditions. Instead, they implement option-based strategies tailored to a client's risk/reward objectives. For separately managed accounts, Exceed typically works with other investment advisors in a sub-advisory role, focusing on option-based solutions while considering client investment restrictions.
Fee Structure
Exceed Advisory's fees for managing separately managed accounts are negotiable, targeting between 0.25% and 1.25% annually. These fees are deducted directly from client accounts, first from available cash, and then by liquidating a portion of the portfolio if needed. In some cases, Exceed acts as a sub-advisor and is paid as determined by the primary advisor.