Melius Investments provides investment management services to individuals, high net worth individuals, trusts, estates, and foundations. Melius also offers model portfolio services to other financial institutions. Melius' investment portfolios are based on machine learning and ensemble methods. Melius does not allow client restrictions or modifications to its model portfolios.
Assets Under Management$2M
Clients12
AdvisorsN/A
Avg. per Client$160K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Melius Investments offers two main services with different fees:
- Model Management and Delivery Services: Fees range from 0.30% to 0.65% per year, based on the strategy selected and the scope of services.
- Investment Management Services: Fees range from 0.30% to 0.80% per year, based on factors like the complexity of services, the amount of assets managed, and the investment strategy.
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