Risk Overlay Associates offers discretionary investment management services, focusing on option overlay strategies paired with index ETFs. They aim to generate returns relative to an index benchmark through active option management. Risk Overlay Associates primarily serves U.S. citizens, defined benefit pension funds, foundations, endowments, church trusts, Taft Hartley trusts, health and welfare trusts, captive insurance managers, institutional investment consultants, and other registered investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $45.0M | 0.40% |
| $45.0M - $95.0M | 0.30% |
| $95M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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