Ambrosia Herb Tea, LLC offers investment advisory services to individuals and institutions, managing Separate Managed Accounts (SMAs). The firm's investment strategy centers on generating income by selling and purchasing call and put options on the S&P 500 index. While the strategy is based on historical data, future results aren't guaranteed. The firm does not offer tailored investment advice, but clients can set risk parameters. The firm uses Interactive Brokers, Inc. for brokerage and custodial services.
Assets Under Management$1.6M
Clients6
Advisors1
Avg. per Client$270K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee is 3% per year without a performance fee, or 2% per year with a performance fee (20% of gains above the previous fiscal quarter close). Clients may negotiate which fee structure they prefer.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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