Meliora Capital manages equity strategies and diversified accounts tailored to clients' risk and return objectives. The firm uses mutual funds, exchange-traded funds, and individual securities for diversification. Meliora Capital also offers Private Client Services for clients meeting specific account minimums or wishing to restrict the firm's authority.
Assets Under Management$150M
Clients93
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee rate negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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