Bertolet Capital LLC manages investment portfolios using fundamental analysis of stocks, convertible securities, and fixed income securities. Bertolet Capital does not tailor its services to individual client needs and clients may not impose restrictions on investing in certain securities or types of securities. The firm primarily works with investment companies, retirement plans, trusts, estates, charities, endowments and institutional separate accounts.
Assets Under Management$36M
Clients1
AdvisorsN/A
Avg. per Client$36M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated and typically range from 1% to 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.