Amplius Asset Management, LLC

Fee-Only (% of Portfolio)

Amplius Asset Management provides investment management services to registered investment companies, specifically exchange-traded funds (ETFs). As a sub-advisor, Amplius manages the ETF, determining which securities to buy, sell, or hold. The firm uses both quantitative and qualitative methods to construct portfolios, focusing on long-term capital appreciation. The firm does not tailor strategies to specific individual client needs, but manages the ETF according to its prospectus.

Assets Under Management$0
Clients1
AdvisorsN/A
Avg. per Client$0
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Management fee ranging from 0.30% - 0.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.