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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.50% |
| $750K - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |