HDS Capital Management is a registered investment advisor that manages investment portfolios based on each client's individual needs and goals. HDS Capital gathers information about a client's objectives, risk tolerance, and financial background to create a personalized investment policy. HDS Capital manages accounts on a discretionary and non-discretionary basis, primarily recommending exchange-listed securities, exchange traded funds (ETFs), mutual funds and corporate debt securities.
Assets Under Management$83M
Clients15
Advisors1
Avg. per Client$5.6M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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