Aption Advisors LLC

Fee-Only (% of Portfolio)

Aption Advisors provides investment advice to investors with concentrated holdings in illiquid securities, typically from startup companies. Aption helps clients reduce risk by recommending share forward transactions issued by its affiliate, Aption Assets. Aption uses proprietary technology to monitor private companies and recommend appropriate transactions. Aption does not offer advice on other assets; clients should seek other advisors for those needs.

Assets Under ManagementN/A
Clients1
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Aption Advisors charges a quarterly fee on assets invested in share forward transaction contracts. The annual rate is between 1.5% and 2%. These fees are generally not negotiable, but may be reduced or waived on a case-by-case basis. Clients can pay the fee in-kind (from the forward transaction contracts) or directly.

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Location

2 Advisors at this firm