Fees and Compensation — Form ADV Part 2A (3/30/2024)
[Brochure]
Item 5. Fees and Compensation
Ecofin charges for discretionary investment management services at annual rates up to 1.5% depending
on the strategy, type of client and the performance fee structure (if any). Fees are negotiable based upon
the size of the account, relationship and/or the nature and level of services we provide. Our annual
investment management fees for separately managed accounts and certain other client accounts,
including model portfolio provider services clients, generally range up to 0.75% of assets under
management.
The specific manner in which we charge fees is established in the agreement with each client. We are
generally compensated on a quarterly basis in arrears. We charge a prorated fee to accounts initiated
or terminated during an applicable period. Upon termination of any account, any earned, unpaid fees
will be due and payable.
Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2024)
[Brochure]
Item 7. Types of Clients
Ecofin’s provides investment advisory services to the collective investment vehicles for which we manage
portfolios, as set out in Item 10, and also through separately managed accounts. Ecofin may provide
investment advice to different types of clients in the future, such as high net worth individuals,
investment companies, pooled investment vehicles, and other types of entities.