Mobius Fund is an investment advisory firm that specializes in quantitative analysis and uses a data-driven, machine learning approach to wealth growth. Mobius Fund buys and sells securities on behalf of clients, under the client’s brokerage account, with discretionary authority granted by the client, in accordance with risk tolerance and limitations set forth by the client. All trades are determined and executed by Mobius Fund’s proprietary investment model.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
For clients who are not Qualified Clients. Qualified Clients pay 1.95% plus a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...