Askeladden Capital Management (ACM) provides investment management services for separately managed accounts, specializing in value investing. ACM seeks undervalued equities with a 3-year investment horizon. ACM has full discretion over investment decisions, but may allow clients to impose certain investment restrictions. ACM's investment strategy is based on fundamental research and identifying mispriced securities.
Assets Under Management$91M
Clients63
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Clients who meet the SEC's definition of a "qualified client" pay 1.5% annually and may be subject to a performance allocation of 30% of net profits exceeding the S&P 1000 index performance, assessed every three years.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...