Advisor at Addicus Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Addicus Advisory, LLC
Location
Oxford, MS 38655
Credentials
Series 65
Industry experience
1 year
Fixed fees for financial planning and consulting services range from $2,500 to $75,000, negotiable.
$0 - $3,000,000: 1.45% $3,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.85% $25,000,001+: 0.75%
Insurance commissions earned by affiliated insurance agents are separate and in addition to advisory fees.
Performance-based fees charged only by affiliated private pooled investment vehicles (Funds), generally up to 20% of annual gross profits exceeding a watermark, available only to qualified clients.
Account minimum: No minimum dollar amount required to open and maintain an advisory account; however, firm may terminate accounts deemed too small to manage effectively.
Addicus Advisory, LLC
2017 - Present (9 years)
Addicus Advisory, LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Oxford, MS
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CFA®, Series 63, Series 65
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