Bossert Capital offers investment management services to clients, focusing on identifying and investing in securities believed to be undervalued. They determine investment strategies based on individual client goals, time horizons, and risk tolerance. Bossert Capital requires discretionary authority to manage client accounts and has a single investment strategy suited for investors with a long-term time horizon of five years or longer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee is for non-qualified clients. Qualified clients pay a performance-based fee of 25% of any increase in the account’s Net Assets in excess of a simple rate of return equal to 6% of the beginning account Balance for each such year, adjusted for withdrawals and/or contributions which occur throughout the year.