Tam Capital Management INC

Fee-Only (% of Portfolio)

TAM Capital Management provides investment management services primarily focusing on equities, exchange-traded funds, options, and other derivative instruments. TAM Capital Management pursues aggressive investment strategies that may include significant leverage, options trading, short sales, and margin transactions. The firm requires clients to grant authority to make trades without asking first, and all investment accounts are managed by Tsemach Aaron Mishal. TAM Capital Management serves high-net-worth individuals, businesses, trusts, and other institutional clients. The firm does not offer comprehensive financial planning services, focusing exclusively on portfolio management.

Assets Under Management$110M
Clients23
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$110M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Clients also pay a performance-based fee of 25% of net profits in addition to the 2.00% annual management fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Tam Capital Management INC - Fees, AUM & Advisors | TrueAdvisor