Bodhi Tree Capital Management provides advisory services to both individual and institutional investors, specializing in equity and equity options investing. The firm offers managed accounts and advisory services for self-managed accounts. They also manage a hedge fund called “The S&P 500 Benchmark Alpha Fund.” The firm tailors its managed account services to individual client needs and goals.
Fee Structure
Bodhi Tree Capital Management generally does not charge fees based on the value of your portfolio. Instead, they charge an incentive fee, which is a percentage of the gains achieved in your account each quarter.
For family members with accounts under $1 million, there is no incentive fee. For family member accounts over $1 million, the incentive fee is 10% of the gain achieved each quarter.