Suarum Investment Management manages investment assets based on a client’s objectives, risk tolerance, and financial situation. Suarum constructs and manages customized portfolios, potentially including stocks, bonds, options, ETFs, and mutual funds. Suarum also provides opinions on partnerships, private placements, or other alternative investments upon request. Client assets are managed on a discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees may be negotiable. Related family account portfolio values may be combined to provide clients with a breakpoint fee advantage.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...