Amarna Capital Partners provides investment advice and manages portfolios for clients based on their individual objectives. Amarna uses a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and options. They gather client information through questionnaires to determine risk tolerance and investment goals, then tailor their services accordingly. Amarna does not manage wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable. Qualified clients may also pay a performance fee of 5% of gains exceeding $500,000 during the calendar year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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