Addie Capital provides investment consulting and evaluation services on a non-discretionary basis, meaning clients make the final decisions. Services include research, evaluation of investment opportunities, asset allocation, and investment monitoring. Addie Capital may also provide discretionary investment advisory services in the future. The firm's fees are negotiable and depend on various factors.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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