Aztlan Equity Management, LLC

Fee-Only (% of Portfolio)

Aztlan Equity Management provides investment management services to private pooled investment vehicles for accredited investors. Aztlan also offers discretionary investment management services to individuals, high net worth individuals, and corporations. Aztlan does not take custody of client funds.

Assets Under Management$580M
Clients17
AdvisorsN/A
Avg. per Client$34M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Minimum annual fee of $15,000.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Aztlan Equity Management, LLC | TrueAdvisor