Diker Management LLC

Fee-Only (% of Portfolio)

Diker Management provides investment advice to a private investment fund and manages separate accounts for individuals, high net worth individuals, trusts, estates, charitable institutions, corporations, and business entities. Diker primarily advises on equity securities of small and mid-cap companies, tailoring investments to each client's needs and risk profile.

Assets Under Management$370M
Clients18
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is for equity assets in separate accounts. Fixed income assets are charged 0.40% annually. The private fund pays 1.5% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Diker Management LLC | TrueAdvisor