Acumen Associates LLC

Fee-Only (% of Portfolio)

Acumen Associates LLC manages investment portfolios for individuals and institutions, specializing in strategies that incorporate volatility securities, exchange traded funds, and individual equities. Founded in 2021 and led by Michael Marusiak, the firm aims to reduce the risks typically associated with equity portfolios by using covered call and put-write strategies. Portfolios are monitored daily and adjusted based on current market conditions and volatility models. Clients have the ability to place restrictions on certain securities or types of securities in their accounts. The firm operates on a flat fee structure for investment management and holds authority to make trades without asking clients first, working alongside qualified custodians who hold client funds and send regular statements.

Assets Under Management$630K
Clients9
Advisors1
Avg. per Client$70K
Avg. per Advisor$630K

Fee Structure

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

The 2% annual fee is billed quarterly in arrears and is negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Acumen Associates LLC - Fees, AUM & Advisors | TrueAdvisor