Technovision Management LLC

Fee-Only (% of Portfolio)

TechnoVision Management LLC focuses on delivering risk-adjusted returns by investing in growth stocks and bonds. The firm manages a single pooled investment vehicle, TechnoVision Partners L.P. Clients invested in the advisory portfolio do not have the ability to impose any restrictions on the types of the instruments, overall exposure or security selection.

Assets Under Management$27M
Clients7
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$27M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The firm also receives 20% of any "Net New Profits" in the capital accounts of clients invested in the limited partnership.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm