Ryan Heritage provides investment advice to Horizon Kinetics SPAC Active ETF (SPAQ) and separately managed accounts (SMAs). Ryan Heritage may tailor its advisory services to the specific needs and specifications of its SMA clients. The firm specializes in special purpose acquisition companies (SPACs), undervalued companies, and special situations.
Assets Under Management$26M
Clients1
AdvisorsN/A
Avg. per Client$26M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
The SMAs generally pay to Ryan Heritage a quarterly advisory fee equal to 0.25% of the average daily value of the account throughout the calendar quarter, although this fee is negotiable with respect to certain accounts. Annualized, this is 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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