Ameliora Wealth Management USA provides investment advice and manages investment portfolios for individuals, companies, and trusts. They offer discretionary portfolio management based on each client's individual needs and investment objectives. Ameliora USA offers services which include the evaluation, selection and monitoring of investments. They may also offer broad financial planning guidance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.80% |
| $50M+ | 0.75% |
Minimum investment USD 1,000,000.00. Minimum Fee 10,000.00. Ameliora USA may waive, discount, and/or negotiate fees at its discretion. We reserve the right to charge more than the highest fee disclosed in this schedule under certain circumstances (i.e., if the minimum investment threshold is not met).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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