Addicus Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$274,825,516
Total clients
142
100% high-net worth
Total advisors
12
of 23 employees
Firm size
Multi Team
Average clients per advisor
12
Average account size
$1,935,391
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Addicus Advisory, LLC
333 W. Franklin Street
Tupelo MS 38804, United States
Number of offices
2
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