Assets Under Management
$106.8M
Number of Clients
377
Number of Advisors
2
Average Client AUM
$283K
AUM per Advisor
$53.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Taverik Capital offers discretionary investment supervisory services and financial planning to sophisticated investors and institutional clients. They evaluate, select, and monitor investments based on client objectives and guidelines. Tailored services are available, adhering to client-imposed investment restrictions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Management Fees are negotiable in only the sole and absolute discretion of the Adviser.
201 Riverplace, Suite 500, Greenville, SC, 29601