Wilde Capital Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Wilde Capital generally invests in mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. Clients can place restrictions on investments, but Wilde Capital may terminate the relationship if the restrictions hinder their ability to service the account. Wilde Capital also participates in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $700K | 1.00% |
| $700K+ | 1.00% |
Fees are generally negotiable. Qualified Clients will pay an annual fee of 1% of assets under management along with a 10% performance fee measured against the Hedge Fund Research HFRI Equity Hedge Total Return Index.