Norfield Capital offers investment advisory services, focusing on niche investment strategies. The firm manages assets using a concentrated portfolio approach, primarily investing in individual stocks. They offer a Growth Portfolio option that can be more diversified. Norfield Capital also manages a pooled investment vehicle, BlueStream Ultra Income Fund, LP, employing an ETF call option strategy to generate income.
Fee Structure
Norfield Capital charges an annual management fee for investment management services. For the Growth Portfolio, the fee is either 1.5% or can be negotiated lower. For investments in BlueStream Ultra Income Fund, LP, Class A investors pay 3% annually, while Class B investors pay 30% of profits above a high-water mark. Fees are billed quarterly in advance and deducted from your account.