Roscoe Capital Management provides investment advice and manages portfolios for individuals and high net worth individuals. The firm focuses on value investing, buying undervalued assets. They create portfolios with stocks and bonds and may use options to hedge or generate income. The firm also offers periodic educational workshops on personal finance and investing.
Assets Under Management$8M
Clients19
Advisors1
Avg. per Client$420K
Avg. per Advisor$8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For accredited investors, the firm offers a performance-based fee. The performance fee is 20% of the annualized account profit that occurs over a seven percent (7%) “hurdle rate,” which is subject to a “high-water mark.”
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...