Motiwala Capital is an investment management company that builds and manages investment portfolios for individuals and businesses. They invest in publicly traded companies they believe are undervalued, focusing on equity, debt, and options securities. They also offer financial planning services covering investments, taxes, retirement, and college planning.
Assets Under Management$11M
Clients28
Advisors1
Avg. per Client$380K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Clients who are ‘qualified’ per SEC rule 205-3 may elect to utilize our services and compensate us on Performance-based fees. In such case, Motiwala Capital does not charge a management fee and only charges Performance fees. Our performance fee is 20% of the annualized account profit, subject to a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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