Atherean Asset Management (AAM) offers investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, and investment funds. AAM also manages Atherean Value Fund, a private fund. For individual clients, AAM creates a strategic asset allocation model based on their risk tolerance and needs, constructs a portfolio, and monitors and adjusts it regularly. AAM manages client assets on both a discretionary and non-discretionary basis.
Assets Under Management$7.8M
Clients32
Advisors1
Avg. per Client$240K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% annual fee is typically not negotiable for account balances of less than $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...