Ayurasset LLC

Fee-Only (% of Portfolio)

AyurAsset is a registered investment advisor located in Austin, Texas, specializing in managing investment portfolios for individuals and high-net-worth clients. The firm focuses on a single core strategy called "Global Hidden Compounders," which involves investing in undervalued, small-capitalization companies primarily outside the United States. AyurAsset uses fundamental analysis to select capital-efficient businesses with strong growth potential and a long-term investment horizon of ten to fifteen years. AyurAsset has the authority to make trades without asking clients first, following a predefined strategy rather than building customized portfolios for each client. The firm does not offer comprehensive financial planning, tax preparation, or estate planning services. Instead, AyurAsset concentrates exclusively on global equity investment management through accounts held at Interactive Brokers.

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%

Fees are negotiable.

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

2 Advisors at this firm