Asterozoa Management

Fee-Only (% of Portfolio)

Asterozoa Management manages investments for private funds (pooled investment vehicles) and acts as a sub-advisor for the Simplify Opportunistic Income ETF. Asterozoa's investment advice is generally limited to fixed income securities, but may include derivatives and equities for diversification. The firm makes investment decisions for the funds and the ETF based on their respective investment objectives and strategies.

Assets Under Management$120M
Clients4
Advisors3
Avg. per Client$29M
Avg. per Advisor$39M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3 Advisors at this firm