Assets Under Management
$127.6M
Number of Clients
236
Number of Advisors
5
Average Client AUM
$541K
AUM per Advisor
$25.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Severin Investments, LLC is an SEC-registered investment adviser offering portfolio management services through the Severin Investments Wrap Fee Program. They create customized security portfolios based on clients' investment goals, risk tolerance, and time horizon. They manage accounts with discretion, utilizing individual stocks, bonds, mutual funds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for assets over $5 million.
211 North Broadway, Suite 2925, St. Louis, MO, 63102