1%
Annual management fee
Covers portfolio oversight, administration, reporting, risk management, and the ongoing operation of the platform.
Competitive pricing. Fully aligned.
At Overflow, we believe investing should be simple, transparent, and fair. Many traditional wealth managers, private banks, and investment platforms charge multiple layers of fees that can be difficult to understand and expensive over time. We have chosen a different approach: a straightforward fee structure that aligns our success with yours.
A simple fee structure
Three components. Nothing hidden.
Our model consists of three components — nothing more.
1%
Transaction fee
Applied when capital enters or exits the platform, helping us maintain flexibility and liquidity while keeping recurring costs low.
10%
Performance fee
Only charged on returns generated above the benchmark. We earn more when you earn more.
Fully alignedWe grow when you grow
Our goal is not to gather assets, but to grow them responsibly.
Overflow is designed around alignment. Rather than maximizing fixed fees, we focus on long-term investor outcomes — a meaningful part of our revenue comes from performance, keeping our incentives closely connected to the success of the portfolio.
Institutional access
Institutional access. Better economics.
One of Overflow's greatest advantages is scale. By pooling capital across investors, we gain access to institutional-quality funds, strategies, and managers that are often unavailable to individual investors.
More importantly, our collective buying power lets us negotiate directly with partner managers — benefits reflected straight in the portfolio, reducing underlying costs and improving net investor returns:
- Volume discounts
- Preferential fee arrangements
- Institutional share classes
No hidden surprises
Just a transparent structure.
A structure designed to keep costs competitive and interests aligned.
- No lock-ups
- No complex fee waterfalls
- No hidden advisory charges
- No unnecessary layers of intermediaries
Built for long-term wealth creation
If investors win, we all Overflow.
As Overflow grows, our scale creates additional benefits for investors: stronger negotiating power, broader access to opportunities, and increasing operational efficiency. The result is a platform that combines institutional-quality investing with pricing that remains highly competitive compared to traditional private banking and alternative investment solutions.
€50M–€250M
Target AUM at scale — generating sustainable revenue
Significantly lower
vs. traditional private banking & hedge fund structures
