Metaurus Advisors LLC

Fee-Only (% of Portfolio)

Metaurus Advisors offers investment management services to institutional and high-net-worth clients through separately managed accounts and pooled investment vehicles. Metaurus manages investments according to client-specific guidelines or mandates, including fixed income, equity, and alternative strategies. Metaurus also sub-advises ETFs. Metaurus uses both automated and manual processes to manage portfolios.

Assets Under Management$950M
Clients5
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

Metaurus Advisors' fees for managing investments are determined through individual negotiations with clients and documented in investment management agreements. Fees are generally based on a percentage of the value of the investments under management. Some accounts may also pay a performance-based incentive fee. For high net worth and institutional clients, asset-based management fees generally range from 0.20% to 1.00% annually, depending on the strategy and amount of assets.

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Metaurus Advisors LLC | TrueAdvisor