Additive Advisory Pbc

Fee-Only (% of Portfolio)Fixed/Hourly

Additive Advisory PBC provides investment advice to a private fund and separately managed accounts. The fund primarily invests in financial transactions with medical-service providers related to the Federal No Surprises Act. The separately managed accounts follow a derivatives-based strategy. Investment advice is tailored to the needs of each separately managed account.

Assets Under Management$140M
Clients2
Advisors1
Avg. per Client$70M
Avg. per Advisor$140M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Additive Advisory PBC manages a private fund and separately managed accounts.

For the private fund, Additive receives a management fee paid semi-annually. The fee is a percentage of each investor's capital account balance: 0.25% for founders class interests, 0.5% for class A interests, and 0.625% for class B interests.

For separately managed accounts, there is a combination of a quarterly fee and a fee based on the value of your portfolio.

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Location

1 Advisors at this firm