Horiko Capital Management (HCM) offers investment advice and management in various securities, including equities, bonds, and derivatives, to individuals, corporations, and institutional clients. HCM manages private investment funds and provides discretionary investment advice. Investment strategies focus on undervalued companies and special situations. HCM may also provide financial planning services to individual clients.
Assets Under Management$480M
Clients6
AdvisorsN/A
Avg. per Client$79M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1000K | 2.50% |
| $1.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Investment Management Fees are negotiated with each client, and HCM may, in its sole discretion, waive a portion of its customary base fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.