Mebanewood Management provides investment management services primarily through separately managed accounts and private investment funds such as Mebanewood Fund. Mebanewood Management focuses on discretionary investment management using fundamental analysis, and may also use derivatives, leverage, and short positions where authorized. The firm does not typically provide comprehensive financial planning, tax planning, or estate planning services. Mebanewood Management works with individuals, high-net-worth clients, family offices, trusts, and institutional investors, and may charge performance-based compensation in addition to asset-based management fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are generally up to 2.00% of assets under management and are negotiable based on account size, investment mandate, complexity, and scope of services. Performance-based fees of up to 25% of net gains may apply for eligible clients.