IWD Capital Management offers investment advisory services, managing accounts with the goal of long-term capital appreciation. IWD purchases publicly traded stocks, bonds, and other securities believed to be undervalued. IWD typically invests in a small number of securities (less than 20) and discourages clients from using funds needed in the short term.
Fee Structure
IWD Capital Management charges both an asset-based management fee and an incentive allocation (performance-based fee). Clients who meet certain requirements pay 1% of their portfolio per year as an asset-based fee, plus 15% of net profits above prior losses. Clients who do not meet the requirements pay 2.4% of their portfolio per year. The asset-based fee is billed semi-annually. A reduced asset-based fee is charged for the first four quarters of account management: 0.5% for clients who pay an incentive allocation and 1.2% for clients who do not.