Passive Management, LLC provides investment management services to individuals and small businesses. The firm uses various analysis methods, including charting, fundamental, technical, cyclical, and economic reviews, to determine investment strategies. They assess client holdings and align them with short-term and long-term goals, performing ongoing reviews of investment performance and portfolio exposure. Clients sign a financial service agreement outlining services and fees. Passive Management is an asset-based fee firm and does not receive commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be lower based on historical relationship, types of assets, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, etc. Advisory fees are higher compared to industry standard.