Doxa Capital offers ongoing portfolio management services tailored to individual client goals and risk tolerance. They offer two service levels: Genesis, which focuses on simple asset allocation and risk management, and Comprehensive Management, which includes a wider range of services. Doxa requests authority to make trades without client permission. Doxa generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, treasury inflation protected bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$70M
Clients78
Advisors2
Avg. per Client$900K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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