Tsai Capital Corporation provides investment management services, seeking long-term growth and preservation of capital. Tsai focuses on finding undervalued individual securities with significant upside potential. Tsai invests primarily in the equity of growth companies, but may also purchase debt, ETFs, options, and other investment instruments. Tsai clients must be willing to accept temporary and prolonged volatility.
Assets Under Management$140M
Clients55
AdvisorsN/A
Avg. per Client$2.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $15.0M | 1.00% |
| $15M+ | 1.00% |
Fees negotiable for assets under management exceeding $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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