Taverik Capital offers investment management and financial planning to individuals and institutions through separately managed accounts and pooled investment vehicles. Taverik evaluates and monitors investments based on client objectives and guidelines. The firm may tailor its advisory services to individual client needs by adhering to investment restrictions.
Assets Under Management$100M
Clients377
Advisors2
Avg. per Client$280K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Clients who moved their accounts from another firm pay 1.14% annually. Fees are negotiable at Taverik's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...