Fossel Capital Mgmt., led by Steven Fossel, offers customized investment portfolio management to high net worth individuals and non-profit organizations. Fossel Capital Mgmt. creates portfolios based on each client's specific needs and goals, and clients can request restrictions on certain investments. Fossel Capital Mgmt. does not issue periodic reports or participate in bundled fee programs.
Assets Under Management$38M
Clients9
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for larger accounts or charities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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