Lybis Investing offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and charitable organizations. Investment management includes traditional asset classes and alternative asset classes. Financial planning includes creating a financial plan and tracking progress toward goals. Lybis Investing always manages client investment portfolios on a discretionary basis.
Assets Under Management$4.4M
Clients12
Advisors1
Avg. per Client$360K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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