Exceed Advisory LLC

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Assets Under Management

$76.7M

Number of Clients

Number of Advisors

Average Client AUM

$1.1M

AUM per Advisor

$38.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Exceed Advisory LLC offers option-based investment strategies through separately managed accounts (SMAs), mutual funds, and exchange-traded funds (ETFs). They tailor services to client needs, focusing on risk/reward objectives. Advice is generally limited to option-based strategies, with the ability to invest in other securities. SMA clients may provide direction or impose restrictions.

Fee Structure

Financial Planning:Investment management only

Areas of Practice

Investment Management

Location

79 Madison Ave., 3rd Floor, New York, NY, 10016

2 Advisors at this firm

CFA