Assets Under Management
$262.7M
Number of Clients
190
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$52.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Addicus Advisory, LLC, based in Tupelo, Mississippi, provides tailored investment advice and portfolio management services (discretionary and non-discretionary). They also offer financial planning and consulting services. They may use sub-advisers and model portfolios. They are affiliated with other financial entities.
| Assets Under Management | 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 may be combined to determine the applicable advisory fee.
333 W. Franklin Street, Tupelo, MS, 38804