Eight 31 provides investment management services tailored to each client's goals, risk tolerance, and time horizon. They monitor account performance and rebalance portfolios as needed. Eight 31 primarily invests in independent investment managers, mutual funds, exchange-traded funds, private funds, and individual securities. They also offer consulting services on investment and non-investment related matters.
Assets Under Management$490M
Clients70
Advisors4
Avg. per Client$7.1M
Avg. per Advisor$120M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.40% |
| $25.0M - $25.0M | 1.25% |
| $25M+ | 1.25% |
Fees are negotiable for accounts valued in excess of $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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