Amadeus Wealth Alternatives manages investment portfolios and provides financial planning services for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Amadeus Wealth Alternatives builds customized investment portfolios using a long-term buy-and-hold strategy, fundamental analysis, and modern portfolio theory, while also offering access to alternative investments like private equity and real estate. The firm operates as a registered investment advisor, meaning Amadeus Wealth Alternatives is legally required to act in your best interest. Clients can also receive financial plans covering investment planning, life insurance, taxes, retirement, college savings, and debt management. Amadeus Wealth Alternatives requires a minimum investment of $1,000,000, though this can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.75% |
| $8.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are generally negotiable.