Kubence

Fee-Only (% of Portfolio)

Kubence offers investment management services through a digital platform, focusing on box spreads and structured notes. Kubence acts as a sub-advisor to other investment advisors and enters into direct agreements with individual and corporate clients. All advice is generated and provided exclusively through their web-based platform. Kubence does not guarantee investment performance and investment decisions are subject to market risks.

Assets Under Management$650K
Clients2
AdvisorsN/A
Avg. per Client$330K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and generally range between 0.50% and 1.00% per year. 1.00% is the maximum fee.

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

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