Ducenta Squared Asset Management offers investment management services to a variety of clients, including individuals, institutions, trusts, and pension plans. They invest in fixed income securities and other instruments, and may use leveraging and hedging techniques in certain situations. Clients typically grant Ducenta full discretion over security selection, but can impose reasonable restrictions. Ducenta also provides non-discretionary advice and manages investments in wrap fee programs.
Fee Structure
Ducenta Squared Asset Management charges a percentage of your portfolio each year, up to 0.55%. The exact fee is negotiable and depends on the investment strategy, the type of account, the size of your account, and the services provided. There are minimum account sizes that vary depending on the strategy, and private wealth strategies have minimum annual fees of $2,500 to $3,000.