Fractal Investments offers investment management services to both institutional and private clients, managing assets based on client-specified guidelines. Fractal offers a range of investment strategies and enters into formal written agreements with clients, detailing the services and compensation. The firm uses both quantitative and fundamental analysis to evaluate securities.
Fee Structure
Fractal Investments charges an annual fee based on the value of your portfolio, ranging from 0.40% to 0.95% depending on the investment strategy. Specific fee structures and payment timing are determined through negotiation with each client. Fees are generally billed monthly, either directly to institutional clients or automatically deducted from private client accounts.