Antunes International Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,597,991
Total clients
23
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$721,652
Client services
Fee options
Fixed fee between $1,000 and $3,000 for broad-based financial planning services.
$0 - $500,000: 1.25% per year $500,000 - $1,000,000: 1.00% per year $1,000,000 - $2,000,000: 0.75% per year $2,000,000 - $5,000,000: 0.50% per year $5,000,000+: 0.25% per year
$300 per hour for financial planning or consulting services.
Account minimum: $500,000 minimum, but may be waived at discretion with a $2,500 minimum annual fee Minimum fee: Minimum quarterly advisory fee of $625.00 (equivalent to $2,500 annually). Fee will be pro-rated for partial quarters. Fee-only: Fixed fees for financial planning range from $1,000 to $3,000; hourly fees are $300 per hour with a minimum of four hours.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Antunes International Investment Management
Glenwood Springs CO, United States
Number of offices
1
Forms ADV
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