Wangchuk Capital offers investment advice to individuals and high-net-worth individuals, focusing on mutual funds, fixed income securities, real estate funds, equities, exchange traded funds, and non-U.S. securities. Wangchuk Capital creates an investment policy statement for each client, outlining their financial situation and risk tolerance. Wangchuk Capital requests authority to make trades without asking clients first.
Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.50% |
Fees are generally negotiable. Qualified clients also pay a 25% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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