Acumen Associates LLC

Fee-Only (% of Portfolio)

Acumen Associates LLC provides investment management services to individuals and institutions. They specialize in using volatility securities as the primary investment management vehicles. Portfolios are managed with respect to the current volatility environment according to their models. Clients may impose restrictions on investing in certain securities or types of securities.

Assets Under Management$1M
Clients10
Advisors1
Avg. per Client$100K
Avg. per Advisor$1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Acumen Associates LLC | TrueAdvisor