Pandolfo Capital provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other organizations. The firm tailors its advice to each client's specific investment objectives, risk tolerance, and financial situation. Pandolfo Capital may create portfolios of individual stocks, bonds, American Depositary Receipts, or exchange traded funds, using long-term buy-and-hold or short-term trading strategies.
Assets Under Management$10M
Clients13
Advisors1
Avg. per Client$790K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable. The investment management fee generally ranges from 1.25% to 1.50% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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