Downey Capital Management manages investment portfolios using stocks, bonds, mutual funds, and exchange-traded funds. Downey Capital tailors its advice to each client's investment goals and risk tolerance. Downey Capital uses fundamental and technical analysis to make investment decisions. Downey Capital generally requires a minimum of $50,000 of manageable assets.
Assets Under Management$91M
Clients25
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable for amounts over $20 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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