Recurrent Investment Advisors provides investment management services to registered investment companies, high net worth individuals, corporations, and pooled investment vehicles. Recurrent focuses on energy and natural resources companies, investing in publicly-traded equity and debt securities. Recurrent offers several investment strategies and may invest in a wide range of securities and other financial instruments.
Fee Structure
Recurrent's investment management fees for separately managed accounts typically range from 0.60% to 1.00% annually, determined through negotiation with each client. The fees are based on the average daily net assets. There may be additional fees charged by the client's financial advisor. Recurrent also manages a fund, for which it receives a management fee equal to 0.90% annually.