De Novo Capital provides investment management services, focusing on building portfolios of individual stocks that are undervalued by the market. They invest in small, medium, and large companies from the United States and other countries. While they don't offer financial planning or asset allocation, they do review clients’ investments, financial situation, and risk tolerance for suitability with their investment strategy.
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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