Aqua Advisors provides investment advice and manages investment portfolios for clients based on their individual goals, risk tolerance, and time horizon. Aqua offers specialized programs including family wealth services and portfolio review & consulting. Aqua Wealth Management S.A. (Uruguay) assists Aqua Advisors with portfolio supervision, due diligence, asset allocation models, and financial analysis.
Assets Under Management$220M
Clients27
Advisors1
Avg. per Client$8.2M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Aqua Advisors typically charges an annual management fee ranging from 0.25% to 2.00% of the average value of your portfolio. The specific fee is established in your agreement with Aqua and is negotiable. Fees are deducted or billed quarterly in arrears. You may pay more or less than similar clients depending on your circumstances.
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