Devotion Capital Management

Fee-Only (% of Portfolio)

Schacht Value Investors, operating as Devotion Capital, is an investment management firm specializing in value investing. It provides ongoing, personalized investment advice and manages client portfolios on a discretionary basis for individuals, trusts, estates, and institutional clients. The firm's investment philosophy focuses on finding undervalued businesses and purchasing their shares at a discount to their true worth.

Assets Under Management$33M
Clients47
Advisors1
Avg. per Client$700K
Avg. per Advisor$33M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable depending on the amount of assets, nature of the services provided and/or the specifics of a client relationship.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Devotion Capital Management | TrueAdvisor