Menlo Advisors LLC

Menlo Advisors LLC, established in 2021, is a California-based financial advisor firm specializing in investment management and limited financial planning services. The firm's assets under management as of December 2024 were $318,427,315 for discretionary assets. Menlo offers individually managed client accounts tailored to each client's financial circumstances and objectives, including financial goal setting, risk assessment, and strategic asset allocation. Clients have the flexibility to make additions and withdrawals from their accounts, subject to a minimum account size requirement. Menlo Advisors acts as a fiduciary, obligated to act in the best interests of clients. The firm is the general partner and investment advisor to Skyline Partners, LP, a pooled investment fund. Menlo charges a blended fee based on a percentage of assets under management, with a minimum annual fee of $10,000. The firm's fee schedule ranges from 1.00% to 0.50% based on the value of assets under management. The firm's investment strategies include domestic and foreign equities, municipal or corporate debt, government securities, and alternative investments. Menlo utilizes fundamental, technical, and cyclical analysis in its investment decisions. Clients receive written quarterly reports detailing their account performance and holdings. Menlo Advisors does not engage in soft dollar arrangements and does not pay referral fees. The firm does not maintain physical custody of client assets but has the authority to direct transfers and receive fees from client accounts. Clients are encouraged to consult a tax professional regarding the tax deductibility of advisory fees.