Aerie Advisory Group LLC offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and manages portfolios using fundamental and quantitative analysis with a long-term investment strategy. Aerie Advisory Group limits its investment advice primarily to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, exchange-traded funds, and alternative investments. In addition to direct portfolio management, the firm may direct clients to third-party investment managers to handle all or a portion of their assets. Aerie Advisory Group operates as a registered investment advisor and acknowledges its legal obligation to act in the best interest of clients. The firm serves high-net-worth individuals and charitable organizations, with no account minimum required to begin working with them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are generally negotiable. If third-party investment managers are selected, clients pay Aerie Advisory Group's standard fee in addition to the third-party manager's fee.