S2O Capital Management provides ongoing investment advice and portfolio management services tailored to each client's individual needs, goals, and risk tolerance. S2O uses various methods of analysis, including charting, fundamental analysis, technical analysis, and probability study. S2O requires authority to make trades without asking first.
Assets Under Management$2.7M
Clients9
Advisors1
Avg. per Client$290K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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