Cercano Management offers investment advice and manages assets for ultra-high-net-worth individuals, families, and their related entities. Services are tailored to each client's unique circumstances and financial goals. Cercano invests across multiple asset classes, including stocks, bonds, and alternative investments like private equity and real estate. Investment strategies are global, with the option for a regional focus.
Fee Structure
Cercano Management's fees for managing client accounts are based on a percentage of the assets they manage. The specific fee is negotiated with each client, considering factors like the services provided, account size, and investment strategy. The investment advisory fee can range up to 1.0% of the assets managed. Some clients have individually negotiated fee structures with minimums or maximums not based on assets, which can result in higher or lower fees than the standard percentage.