Privatus, LLC offers investment advisory and financial planning services. Privatus manages portfolios based on client objectives, using a tactical allocation strategy. This involves various securities, including stocks, bonds, mutual funds, and options. Privatus may also recommend other investment advisors. Financial planning services include advice on retirement, taxes, cash flow, and estate planning. Privatus also offers general consulting services for tax planning, business planning, and trust administration.
Fee Structure
Privatus charges up to 2.0% per year for managing your investments. This fee is taken monthly from your account. The exact fee can be negotiated depending on the investment strategy and the size of your account. Privatus may also charge a performance-based fee of 20% of any gains in the client's account during the month for qualified clients.