Fenix Asset Management is an investment advisory firm that works with foreign advisors to provide investment management services to clients who are not U.S. citizens. Fenix facilitates the opening of U.S.-based brokerage accounts for these clients and supervises the accounts. The firm aims to make investment decisions that prioritize client interests and avoid conflicts of interest.
Assets Under Management$160M
Clients447
AdvisorsN/A
Avg. per Client$360K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $500K | 1.99% |
| $500K - $1.0M | 1.49% |
| $1M+ | 0.25% |
Fees for accounts referred by Foreign Advisors will be primarily determined by the Foreign Advisor and will be largely based on a percentage of assets in the account. Fenix will retain 10% of such fee and the Foreign Advisor will receive 90% of such fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.