Chasan Capital Management, led by Michael Chasan, invests client money primarily in microcap and small cap stocks. The firm uses a value investing approach, focusing on long-term investments and fundamental analysis to identify securities with significant upside potential. Portfolio risk is managed through diversification. The firm also provides free asset allocation opinions and recommendations at the client's request.
Assets Under Management$18M
Clients23
Advisors1
Avg. per Client$790K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual asset-based management fee ranges from 0.50% - 2.00%. Fees are non-negotiable, but may be reduced at the firm's discretion. Qualified clients are also charged a quarterly performance-based fee of 15.0% of profits, net of management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...