Concise Capital Management manages investments for high-net-worth individuals, families, and institutions using both long-only and hedged strategies. Concise specializes in fixed income instruments and income-producing equity securities, focusing on shorter duration high yield domestic bonds. Concise does not provide financial planning services.
Assets Under Management$650M
Clients4
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Concise Capital Management's fees for managing separate accounts (for high-net-worth individuals and institutional clients) are generally 1.25% per year, based on the value of your portfolio. They also may receive 10% of the net capital appreciation in the client’s account as of the close of each fiscal year. These fees are negotiable.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.