Addicus Advisory, based in Tupelo, Mississippi, offers investment advice and portfolio management tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services, and may use sub-advisers. Addicus also offers financial planning and consulting services, covering a range of financial topics. They may recommend third-party money managers. Addicus also advises private pooled investment vehicles.
Assets Under Management$270M
Clients190
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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