ABARIS Investment Management (AIM) offers discretionary investment advice to qualified investors, registered and private investment companies, pension and profit sharing plans, high net worth individuals, trusts, estates, charitable organizations, corporations, and other entities. AIM manages accounts using fixed-income, balanced, global equity, and ETF strategies. AIM requires a minimum account size of $1,000,000 and a minimum net worth of $2,000,000 for separately managed accounts, but may waive these requirements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This is for the ABARIS Tactical Treasury or Index Strategy Long Only or Long/Short. US diversified ETF (Long/Short) portfolios are assessed a fee at an annual rate of 2% of assets. U.S. and Global ETF (Long/Short) portfolios is assessed a fee at an annual rate of 3% of assets. Fees are generally negotiated for portfolios that exceed $5,000,000.