Neumeier Poma Investment Counsel provides discretionary portfolio management services for institutional clients and high net worth individuals, focusing on a long-only equity strategy. Neumeier Poma Investment Counsel specializes in small-capitalization U.S. and international companies, utilizing bottom-up fundamental analysis alongside macroeconomic and quantitative research. The firm applies negative screens to avoid investing in industries or business practices deemed immoral. Neumeier Poma Investment Counsel does not offer financial planning services and typically requires a minimum of $20 million in assets under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and typically consist of an annual fee of 1% of assets under management. A minimum of $20 million of assets under management is typically required.