Laurus Global Equity Management INC.

Fee-Only (% of Portfolio)

Laurus Global Equity Management focuses on fundamental, small-cap growth equity investments. They purchase high-quality companies at compelling valuations. Laurus manages assets for institutional and high-net-worth clients, primarily through Canadian pooled investment vehicles. They intend to advise separately managed accounts for U.S. institutional clients. Laurus does not actively market to high-net-worth individuals in the U.S. and does not intend to take on any new high-net-worth individuals residing in the U.S..

Assets Under Management$420M
Clients23
AdvisorsN/A
Avg. per Client$18M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Laurus Global Equity Management charges an annual fee based on the value of your account at the end of each calendar quarter. The fee is tiered, meaning the percentage decreases as the amount you invest increases. Fees are negotiated on a case-by-case basis. Some clients may pay more or less than others for the same service.

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Laurus Global Equity Management INC. | TrueAdvisor