Catoosa Fund Management (CFM) provides investment advisory services to individuals. CFM aims to achieve above-average capital appreciation by actively investing in equity securities. CFM's investment strategy involves a mix of short-term domestic equity holdings with variable volatility, using technical analysis to time trades and identify price changes. CFM may also use financial leverage to increase potential returns.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may vary among clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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