Academy Asset Management is an investment management company offering investment management services for client accounts. They manage separate account portfolios in a discretionary manner, considering individual client needs. They invest in domestic, high-quality fixed income securities, including U.S. government securities, investment-grade corporate debt, and ETFs. Academy Asset Management also manages private investment funds, tailoring relationships and investments based on fund-specific guidelines.
Fee Structure
Academy Asset Management's fees for managing your investments are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on factors like the complexity of your situation and the amount you invest. The typical range for fixed income portfolios is 0.10% to 0.35% per year, and for multi-asset portfolios, it's 0.50% to 1.00% per year. A minimum of $10,000,000 of assets under management is typically required for this service.