Festog Capital offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance, primarily using a low beta model portfolio. They create an Investment Policy Statement for each client to outline their current situation and construct a plan for portfolio selection. Festog Capital accepts and enters trades on a discretionary basis.
Assets Under Management$26M
Clients42
Advisors1
Avg. per Client$620K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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