Erlang101 Capital Management LLC

Fee-Only (% of Portfolio)

Erlang101 Capital Management (ECM) offers customized investment management to high-net-worth individuals. ECM invests in domestic blue-chip, low-beta stocks and exchange-traded funds (ETFs) for market indexes, forex, bonds, mutual funds, and derivatives. ECM works with clients to set investment objectives and goals. The firm does not participate in wrap programs.

Assets Under Management$420K
Clients3
Advisors1
Avg. per Client$140K
Avg. per Advisor$420K

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Erlang101 Capital Management LLC | TrueAdvisor