2Xideas US Inc. focuses on long-term investment strategies using liquid exchange-traded equity securities, primarily mid and large cap stocks. They do not invest in bonds, warrants, options, mutual funds, private funds, derivatives, or precious metals. They offer three investment strategies: Global Mid Cap Library, U.S. Mid Cap Library, and Global Mid Cap Select. Their investment process incorporates an environmental, social, and governance (ESG) assessment.
Assets Under Management$80M
Clients1
AdvisorsN/A
Avg. per Client$80M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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