Plustick Management LLC
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Overview
Plustick Management LLC is a financial advisor company headquartered in Charlottesville, Virginia. It administers $196.5 million in assets under management throughout three accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The company has a small group, including 3 financial advisors. Plustick Management LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, bonds and stocks.
Plustick Management LLC manages all of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without needing to seek client approval. The investment advisory firm oversees an average of $65.5 million in assets for each customer account. The average financial advisor at Plustick Management LLC administers around one client account, placing it among the most individualized firms in the country.
The company's main office is at 200 6Th St. Ne, Charlottesville, Virginia 22902. Plustick Management LLC is allowed to provide services to clients in the state of Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Plustick Management LLC by the Numbers
$196.5 million
4
3
$65.5 million
Fee Structure
Financial management fees typically depend on which service is provided. Fees charged by Plustick Management LLC most likely include any blend of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its three accounts, Plustick Management LLC's biggest client group by number of accounts is pooled investment vehicles. Around 33% of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Plustick Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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