Poket Financial is an alternative asset manager that manages investment portfolios based on each client's individual goals, objectives, time horizon, and risk tolerance. Poket requires the authority to make trades without asking clients first. Poket invests in various securities, including debt, equity, and distressed securities, using value and growth investment strategies.
Assets Under Management$450K
Clients6
AdvisorsN/A
Avg. per Client$76K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.