Megaannum Capital builds and manages investment portfolios for individuals and businesses. They focus on stocks they believe are undervalued, restricting investments to equity, debt, and options securities. They create an Investment Policy Statement for each client, outlining their situation and risk tolerance to select a suitable portfolio. Services include investment strategy, asset allocation, and regular portfolio monitoring.
Assets Under Management$4.8M
Clients28
Advisors2
Avg. per Client$170K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client net worth, diversification of investments, investment experience, and objectives.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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