Tavira Financial

Fee-Only (% of Portfolio)

Tavira Financial Limited is an investment advisor that manages investments for private funds and separately managed accounts. Tavira offers a fully integrated service with one point of contact for trading across various asset classes, including equities and derivatives. Tavira employs an active, European-focused global event-driven equity strategy, diversifying across sectors, geographies, and trade types. While Tavira does not tailor its strategy to individual clients, clients can request restrictions, such as avoiding investments in tobacco.

Assets Under Management$760M
Clients8
AdvisorsN/A
Avg. per Client$96M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Clients may also be charged a performance fee of 10% to 20% of net profits, depending on the investment management agreement.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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