Cox Capital Management offers investment management services to private investment companies and separately managed accounts. The firm manages accounts based on individual investor risk profiles and objectives, focusing on investments in G7 markets, the Brazilian market, and other suitable markets. Cox Capital utilizes financial publications, third-party research, and a fundamental approach to analyze investment opportunities.
Assets Under Management$8.1M
Clients2
AdvisorsN/A
Avg. per Client$4.1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Cox Capital Management charges a percentage of the total assets in your account, including margined assets. The management fee ranges from 1% to 2% annually, charged quarterly. The firm's actual fees, minimum fees, and minimum account sizes may be negotiable and may vary depending on the client's circumstances.
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