Second Avenue Capital (SAC) offers investment management services to both institutional and individual clients. SAC's investment strategy focuses on identifying undervalued companies with strong fundamentals. SAC may purchase private placements and exchange-traded funds (ETFs) for clients. SAC requests clients to identify their investment objectives and purchases securities based on those objectives and any investment restrictions.
Assets Under Management$5M
Clients2
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be waived in certain circumstances. Performance-based fees may be charged to clients with a net worth of $1,500,000 or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...