Single A Capital provides investment management services, primarily advising on public equities, mutual funds, and exchange-traded funds. They tailor their advice to individual client needs, considering investment objectives, risk tolerance, and cash needs. Single A generally manages portfolios with discretionary authority, making investment decisions without prior client consultation after establishing initial objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm charges an annual management fee of up to 1.5% based on the client’s assets under management (“AUM”), billed monthly and, for certain qualified clients and if agreed upon in writing, an additional annual performance-based profit allocation of up to 25% of each investor’s annual net realized and unrealized profits, subject to a “high water mark” limitation. These fees are subject to specific negotiations with each particular client. Certain legacy clients may have arrangements different from those described above.