ConvexBeta Investments provides investment management services to individuals, trusts, IRAs, and small businesses. ConvexBeta focuses on tax-efficient investment strategies, aiming to minimize taxes and transaction costs. They manage equity, fixed income, and balanced portfolios, using Interactive Brokers as custodian. ConvexBeta collaborates with clients and their tax and estate planning advisors to create customized solutions.
Assets Under Management$15M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.70% |
| $7.0M - $8.0M | 0.65% |
| $8.0M - $9.0M | 0.60% |
| $9.0M - $10.0M | 0.55% |
| $10M+ | 0.00% |
For clients with more than $10,000,000 in assets under management, there is no charge for marginal assets above $10 million. ConvexBeta caps the advisory fees at $77,500 per year per client. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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