Amauta LLC offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. This includes creating an investment strategy, asset allocation, and regular portfolio monitoring. Amauta also provides financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Amauta generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$15M
Clients27
Advisors1
Avg. per Client$560K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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