Tiebreak Asset Management manages investments for the Open Era Fund, a directional, long-biased equity fund focused on the global healthcare sector. The fund takes long and short positions in healthcare-related stocks and derivatives. Investment strategies are not tailored to individual investor needs within the fund.
Assets Under Management$80K
Clients1
Advisors1
Avg. per Client$80K
Avg. per Advisor$80K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Management fee is 0.4% of assets under management, calculated quarterly. The firm also receives an incentive allocation fee of 16% of the fund's net profit.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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