Amplify Endowment Management provides investment advisory services to institutional investors, such as endowments and foundations. Amplify offers bundled services including fund analysis and selection, portfolio construction, rebalancing, and performance oversight. Amplify tailors its services to the endowment and foundation world, creating forecasts and selecting portfolios based on risk-return analysis. Clients have discretionary authority over their assets, which are held in separate accounts at a broker-dealer of their choosing.
Fee Structure
Amplify Endowment Management charges a percentage of the assets they manage for their investment advice. The annual fee ranges from 0.50% to 2.00% of your portfolio. The exact fee is negotiable and will be detailed in a written agreement. For non-discretionary assets, Amplify charges $12,500 annually, paid quarterly. Amplify does not charge transaction fees, but the funds they invest in may have embedded fees, and your brokerage account may have separate transaction fees.