Animus Wealth Management manages investment portfolios and provides financial planning and consulting services. Financial planning covers areas like taxes, retirement, and risk management. Planning can be project-based or ongoing. Animus Wealth Management may recommend third-party money managers.
Assets Under Management$12M
Clients47
Advisors1
Avg. per Client$260K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Animus Wealth Management charges a percentage of the total value of your portfolio. This fee is negotiable. The exact fee will be determined in writing in your investment advisory agreement.
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