Tieton Capital Management manages a small cap value equity strategy, investing in value companies with market capitalizations generally under $3 billion. They use a fundamentals-based, bottom-up approach. For select clients, they also buy no-load mutual funds and exchange-traded funds to create a more rounded portfolio, termed Style Allocated No-Load Mutual Funds. The advice offered is limited to these strategies.
Assets Under Management$270M
Clients48
Advisors2
Avg. per Client$5.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients for whom no-load mutual funds are purchased, the annual fee is 0.25%. Fund of fund clients are the exception due to their multiple fee layers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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