Chakkal Group

Fee-Only (% of Portfolio)

Chakkal Capital Management manages investments for private funds. The firm recommends investments in these funds on a non-discretionary basis, meaning clients decide whether to invest. Chakkal Capital manages the funds' assets with discretion. Investments in these funds are illiquid and subject to withdrawal limitations.

Assets Under Management$780K
Clients4
Advisors2
Avg. per Client$200K
Avg. per Advisor$390K

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Chakkal Capital Management receives a percentage of the profits from qualified clients if the fund's net asset value exceeds a 6% threshold. This allocation is 25% of the amount exceeding the threshold. Clients who are not qualified clients pay a 3% annual management fee, billed quarterly.

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Location

2 Advisors at this firm

Chakkal Group | TrueAdvisor