FengCapital LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. FengCapital may request authority to make trades without asking you first. FengCapital primarily recommends value investment in equities in the healthcare sector, but may use other securities to diversify your portfolio. FengCapital does not participate in wrap fee programs.
Fee Structure
FengCapital may charge a management fee, which is a fixed percentage of the value of your portfolio. This fee is billed quarterly in advance. The fees are negotiable. FengCapital may also charge a performance-based fee based on capital appreciation to qualified clients. If your portfolio rises in value, you will pay a performance-based fee on that increase in value, but if the portfolio drops in value, you will not incur a new performance fee until the portfolio reaches the last highest value, adjusted for withdrawals and deposits.