Teramo Advisors, LLC

Fee-Only (% of Portfolio)

Teramo Advisors provides investment management services to a mutual fund (Equable Shares Hedged Equity Fund) and separately managed accounts for institutions and high-net-worth individuals. Teramo uses options-based strategies, including buying or selling call and put options, to manage risk and generate income. For separately managed accounts, investment strategies are tailored to each client's needs.

Assets Under Management$240M
Clients4
AdvisorsN/A
Avg. per Client$61M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Teramo Advisors manages investments for a mutual fund and separately managed accounts. The fee for separately managed accounts is typically 0.50% annually, but may be higher or lower depending on the client, strategy, assets, and level of service. Fees are negotiable.

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Teramo Advisors, LLC | TrueAdvisor