Humble Capital Management LLC

Fee-Only (% of Portfolio)

Humble Capital Management provides investment management services to a private investment fund and separately managed accounts for high-net-worth individuals, pension and profit-sharing plans, and charities. Humble Capital Management uses financial expertise and investment techniques to research and evaluate fundamental factors in seeking to achieve client objectives. The firm primarily focuses on marketable securities of U.S. and non-U.S. companies.

Assets Under Management$150M
Clients46
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$73M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees for separate account management are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Humble Capital Management LLC | TrueAdvisor