Aviles Capital Management LLC offers ongoing investment management services focused on long-term portfolio growth. The firm uses a value investing approach, selecting undervalued stocks and bonds. Client needs are assessed through initial interviews, and clients can set restrictions on their accounts. Clients receive quarterly statements and can contact the firm anytime to discuss their accounts.
Assets Under Management$450K
Clients11
Advisors1
Avg. per Client$41K
Avg. per Advisor$450K
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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