Eddie Haggar Capital Mgt, INC.

Fee-Only (% of Portfolio)

Eddie Haggar Capital Management (EHCM) manages investment portfolios for individuals, high net worth individuals, foundations, trusts, and endowments. EHCM invests in concentrated portfolios of long equities of all cap sizes. EHCM also sells put and call options to manage risk. Managers are utilized where appropriate and often carry a fee which is reflected in IRR calculations. Portfolios also hold some fixed income and alternative product that does not exceed 40% of assets being managed.

Assets Under Management$14M
Clients5
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$14M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Eddie Haggar Capital Mgt, INC. | TrueAdvisor