ProfitScore Capital Management, Inc. offers sub-advisory services to other registered investment advisors and commodity pools, licenses proprietary indexes, and provides limited direct retail advisory services, primarily for personal connections. ProfitScore uses quantitative strategies to manage assets. The firm does not provide financial, retirement, estate planning, tax, legal, or insurance advice.
Assets Under Management$51M
Clients13
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Fees range from 1.95% to 2.95%, but are currently being waived. Fees are reduced by index licensing or sub-advisory revenue. Fees may be waived at ProfitScore's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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