Meros Investment Management provides ongoing investment management and sub-advisory services to separately managed accounts, including pooled investment vehicles and mutual funds. Meros focuses on U.S. exchange-traded equity securities within micro-cap capitalization ranges, using a bottom-up, fundamental research-driven security selection process. The firm primarily serves institutional investors, such as mutual funds, pension plans, insurance companies, foundations, and endowments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may vary based on specific circumstances, such as the size of the account, client's affiliation to the firm, and/or client's status as a seed investor. To the extent that the Firm provides sub-advisory services for a Client, the Management Fees charged by the Firm may be less than the Management Fees incurred by an investor in the product sub-advised by the Firm.