Addicus Advisory is a registered investment advisor based in Tupelo, Mississippi, offering both discretionary and non-discretionary portfolio management, financial planning, and financial consulting services. The firm tailors its investment strategies to individual client objectives and risk tolerances, utilizing various security types including equities, fixed income, exchange-traded funds, and mutual funds. In addition to direct portfolio management, Addicus Advisory may recommend third-party money managers and advises private pooled investment vehicles. The firm also provides insurance products through affiliated entities and emphasizes a fiduciary commitment to acting in clients' best interests.
Fee Structure
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. Family member accounts living in the same household may be combined to determine breakpoints.