Aviles Capital Management LLC

Fee-Only (% of Portfolio)

Aviles Capital Management is an investment advisory firm founded by Thomas Brotanek in 2015, operating out of Middletown, New York. The firm specializes in managing individual accounts with a core focus on long-term portfolio growth through a value investing approach. Aviles Capital Management primarily selects small, mid, and large-capitalization stocks as well as United States Treasury bonds that are determined to be intrinsically undervalued using fundamental analysis. Capital allocation follows a focused strategy, and risk exposure may be managed or reduced through equity options. Clients work directly with Thomas Brotanek and retain full ownership of their securities and funds. The firm generally recommends using Interactive Brokers for custody and trade execution. Aviles Capital Management tailors its services to the individual needs of each client, allowing reasonable account restrictions and providing quarterly and annual performance reviews.

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 ValueAnnual Fee
Any0.50%

Fees are not negotiable. Advisory fees do not include separate transaction fees or brokerage commissions.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm