Ibis Capital Management offers investment management, including discretionary management, and financial planning services. The firm primarily uses conventional investment securities traded on national exchanges. Client portfolios are tailored to individual needs, focusing on risk tolerance, diversification, income needs, and age. Clients can impose restrictions on investments after consulting with the firm.
Assets Under Management$30M
Clients112
Advisors1
Avg. per Client$270K
Avg. per Advisor$30M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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