Battle Capital Asset Management provides investment management services to a pooled investment vehicle (the Fund) and discretionary investment management services to individuals. For individual clients, Battle Capital assesses their goals, risk tolerance, and investment horizon to create suitable portfolios. The firm continuously monitors and rebalances client portfolios. Battle Capital also serves as the General Partner to the Fund, managing its assets in securities.
Assets Under Management$23M
Clients1
Advisors1
Avg. per Client$23M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The Management Fees and Performance-Based Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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