Fields Gottscho Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Fields Gottscho Capital Management provides investment advice and manages investment portfolios for clients based on their individual needs and goals. They offer two management styles: Growth and Growth and Income. Fields Gottscho also provides investment consulting services, responding to specific client inquiries about accounts they manage themselves. Fields Gottscho does not have ongoing responsibility to select or make recommendations based on the clients' needs as to specific securities or other investments in such accounts.

Assets Under Management$320M
Clients87
AdvisorsN/A
Avg. per Client$3.7M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be discounted or waived entirely under certain circumstances. Legacy clients are charged fees in accordance with the schedule in effect at the time their advisory accounts were established.

Fee Estimator
Your Portfolio Value
$500K
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