Aztec Capital, LLC manages client accounts with consideration for risk and return. They create individualized strategies based on each client's goals, objectives, time horizon, and risk tolerance. Aztec Capital can create an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a general plan to aid in the selection of a portfolio that matches each client’s specific situation. Aztec Capital does not provide financial planning advice but may upon request offer an opinion of the market, conditions and discuss timely trading strategies in managed accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be waived by the advisor. There is also a performance fee of 20% of any positive performance charged quarterly and subject to a 12 month rolling high water mark IF a client qualifies under the guidelines (1 million or more under assets). This performance fee is applicable only in accordance with the provisions of CCR Section 260.234 of the California Dept of Corporations. Clients must be accredited as defined by the SEC.