NDURE Global LLC provides investment advice to high-net-worth individuals, families, and other qualified entities. NDURE helps clients define investment objectives and implements an investment process to achieve those goals. Services include asset allocation analysis, security selection, performance reporting, and portfolio monitoring. NDURE provides advisory services on a discretionary or non-discretionary basis.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.60% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.45% |
| $300.0M - $400.0M | 0.40% |
| $400.0M - $500.0M | 0.35% |
| $500M+ | 0.30% |
Minimum annual advisory fee of $100,000. Advisory fees are negotiable based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors including the nature of the Client’s objectives as articulated in the Investment Policy Statement.