Demesne Investments manages investment portfolios for clients based on their individual goals and risk tolerance. Demesne primarily invests in equities and similar instruments, using fundamental and financial analysis to find undervalued companies. Demesne generally has the authority to make trades without asking clients first, but clients can set investment restrictions.
Assets Under Management$70M
Clients23
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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