Transparenza Advisors provides investment management services to high-net-worth and ultra-high-net-worth individuals, trusts, estates, charities, corporations, other businesses, and foreign investment consultants, as well as institutional clients. Services include creating an investment policy, selecting securities, asset allocation, and portfolio monitoring. Transparenza Advisors may use third-party investment managers and act as a co-advisor or sub-advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual investment management fees up to 1.5% are generally negotiable depending on the specific nature of services rendered, portfolio size, investment objectives, strategy employed, the complexity of a Client's investment management needs and whether our involvement is actively managing assets or simply passive reporting of holdings. Subject to a minimum management fee per quarter of $2,500. In some cases, by agreement with the Client, Transparenza Advisors will charge an annual investment management fee based on the Client’s assets under management at a reduced rate up to 1% p.a. (such rates may be negotiated), plus a performance-based fee.