Metis Asset Management Advisory provides investment advice to clients through managed accounts. Metis uses data-driven quantitative models that consider market turbulence, sentiment, trends, Federal Reserve policy, and macroeconomic environment. The firm aims to capture bull market rallies and outperform in bear markets. Clients negotiate their management fee.
Assets Under Management$17M
Clients66
Advisors1
Avg. per Client$250K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the management fee, Metis charges a performance fee of 20% of the profit, if any, of each managed account, subject to a high water mark. Clients can negotiate a lower management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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