Indiano Capital Management provides investment management services to individuals, their related trusts and estates, high net worth individuals, insurance companies, and corporations and other institutions. Indiano Capital assists clients in creating custom investment plans by determining suitability, investment objectives, goals, time horizons, and risk tolerances. Investment strategies may include domestic and foreign equity securities, exchange listed and over-the-counter traded funds, investment grade and non-investment grade corporate bonds, and other securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
This fee schedule is for accounts focused on equity investments, a balance of equity and other securities, mutual funds, or located in a 401(k) account, or do not contain over 80% fixed income investments. For accounts containing over 80% fixed income investments, the fees are: First $1,000,000: 0.60%, Next $4,000,000: 0.50%, Next $5,000,000: 0.40%, Over $10,000,000: 0.30%.