245 Investments manages investment portfolios for individuals and businesses. 245 uses a disciplined, quantitative methodology to identify undervalued securities. 245 offers separately managed accounts and tailors portfolios based on income versus growth investment objectives. Financial planning services are available to investment management clients.
Assets Under Management$4.5M
Clients10
Advisors1
Avg. per Client$450K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
245 also uses a Pay-for-Performance structure for certain SMA clients. The performance fee is a flat ten percent of profits, with a high-water mark, calculated every six months.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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