Astra Ventures

Fee-Only (% of Portfolio)

Astra Ventures offers investment advice and manages portfolios for individuals, high net worth individuals, institutional investors, and private funds. Services include managing assets directly or advising on investments held elsewhere. Astra Ventures also contributes investment research and trade ideas to a third party for a flat fee. The firm aims to meet client objectives through various investment strategies, including targeted investment goals, long-term purchases, and tactical purchases.

Assets Under Management$130M
Clients52
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$67M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%

Fees may be negotiable depending on the size of the account, type of account, the level of client service required and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Astra Ventures | TrueAdvisor