Src Capital Management

Fee-Only (% of Portfolio)

SRC Capital Management, located in Chicago, Illinois, offers investment management services for corporate, public, and private entities, as well as wealth management. They focus on managing value and growth investment portfolios, using a fundamental, bottom-up research process. Their investment philosophy centers on well-managed companies with attractive risk-adjusted returns, purchasing stocks at discounts to their intrinsic values.

Assets Under Management$1.4M
Clients7
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $750K0.50%
$750K - $5.0M0.40%
$5.0M - $10.0M0.30%
$10M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Src Capital Management | TrueAdvisor