Ceres Capital Management, INC

Fee-Only (% of Portfolio)

Ceres Capital Management specializes in purchasing and holding companies for the long term, aiming for reasonable returns on a risk-adjusted basis. They use fundamental strategies, including Austrian Economics and Benjamin Graham Value Investing, to identify robust companies with durable advantages. Ceres also provides financial advisory and consulting services on a non-managed, non-discretionary basis, covering areas like tax planning, student loans, real estate, and small business planning.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Ceres Capital Management generally does not negotiate fees.

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

1 Advisors at this firm