Taverik Capital, formerly known as WCM Global Wealth, is an investment advisory firm based in Greenville, South Carolina. The registered investment advisor provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and private pooled investment funds. Taverik Capital employs various investment strategies, including fundamental, technical, quantitative, and qualitative analyses, focusing on equities, fixed income, and alternative investments. The firm tailors its services to meet individual client investment objectives and restrictions, and may also charge performance-based fees for qualified clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.14% |
| $5.0M - $10.0M | 1.14% |
| $10.0M - $20.0M | 1.14% |
| $20M+ | 1.00% |
Clients who moved their accounts following the dissolution of another advisory firm pay 1.14%. Fees are negotiable at the sole discretion of Taverik Capital. Certain qualified clients may also pay performance-based fees.