Aneuvia, LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Aneuvia creates an investment policy statement for each client. Aneuvia primarily recommends equities, but may also use fixed income securities and ETFs. Aneuvia may also act as a subadvisor to other investment advisors.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable. Qualified clients may pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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