SFO Capital provides investment advice tailored to each client's needs, including long-term investment plans. They manage investments based on client objectives and risk tolerance. SFO Capital also offers tax preparation services, which are included in the advisory fees but not mandatory. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$22M
Clients12
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Advisory fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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