Audent Global Asset Management offers a variety of advisory services, including investment management and consulting. Audent manages client portfolios primarily on a discretionary basis, allocating assets across mutual funds, exchange-traded funds, individual debt and equity securities, options, alternative investments, and independent managers. The firm tailors its services to meet the specific needs of individuals, trusts, estates, charitable organizations, and pension plans. Audent also operates a wrap fee program and provides access to private investment opportunities.
Assets Under Management$450M
Clients164
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees vary by strategy, ranging from 0.80% to 1.40% annually depending on the strategy utilized. Fees may be negotiated at Audent Global Asset Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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