Community US Fund Management, INC.

Fee-Only (% of Portfolio)

Community US Fund Management provides investment management services to private investment funds. Community manages assets according to established investment strategies, and may tailor investments based on client direction. The firm does not participate in wrap fee programs. Community's clients are primarily high-net-worth individuals and institutional investors.

Assets Under Management$560M
Clients10
AdvisorsN/A
Avg. per Client$56M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Community US Fund Management manages investments for pooled investment funds and charges a management fee based on a percentage of the fund's assets. The management fee can be up to 1.75% per year, depending on the specific fund and the investor's share class. In addition to the management fee, Community also receives an incentive allocation, which is a percentage of the fund's performance, ranging from 8% to 20%.

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Community US Fund Management, INC. | TrueAdvisor