Aeternitas Investment Management, LLC

Fee-Only (% of Portfolio)

Aeternitas Investment Management provides investment management services for various clients, including individuals, families, trusts, businesses, and charities. Aeternitas offers personalized investment advice tailored to each client's needs and objectives. Aeternitas uses fundamental, technical, and global macroeconomic analysis to make investment decisions, employing a technical trend-following approach to preserve and grow capital.

Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The Investment Management Fee is negotiable generally and the final fee schedule for a particular client will be attached as an appendix to the Investment Management Agreement. Certain clients of Aeternitas may be charged fees that are less than what is set out above based on a preexisting relationship with Aeternitas.

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

2 Advisors at this firm

Aeternitas Investment Management, LLC | TrueAdvisor