Astoria Portfolio Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Astoria Portfolio Advisors provides investment management services to registered investment advisors, high net worth individuals, corporations, and other financial institutions. Astoria manages ETF portfolios, quantitative equity portfolios, and customized multi-asset portfolios. Astoria also provides research and sub-advisory services. Astoria is a sub-advisor for the AXS Astoria Inflation Sensitive ETF (PPI), the Astoria US Quality Kings ETF (ROE), and the Astoria US Quality Growth Kings ETF (GQQQ).

Assets Under Management$700M
Clients1,089
Advisors8
Avg. per Client$640K
Avg. per Advisor$87M

Fee Structure

Minimum Annual Fee:$1,500

Astoria Portfolio Advisors' fees are based on the scope of work and are generally charged as a percentage of assets under management, typically ranging from 0.15% to 0.35% annually. For clients without an RIA intermediary, fees range from 0.20% to 1.25%. Astoria also offers fixed dollar amount fees. There is a minimum fee per account of around $1,500 per year, which may be waived in certain instances. Fees are generally paid monthly or quarterly.

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Location

8 Advisors at this firm