Devkota Capital Advisors offers investment advice and asset management services, focusing on building portfolios to meet client needs. They work with clients to develop and execute plans designed to build and preserve wealth. They manage assets on a discretionary basis, selecting securities and amounts within the client's objectives and risk tolerance. They use model portfolios such as Growth-Equity, Large Cap Blended, Tactical ETF, and Income.
Assets Under Management$7.3M
Clients20
Advisors1
Avg. per Client$370K
Avg. per Advisor$7.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are based on the model portfolio selected: Growth-Equity (2.5%), Large Cap Blended (2%), Tactical ETF (1.5%), Income (0.5%). Fees may be negotiable. Total fees paid to Devkota Capital Advisors and/or a third-party advisor will not exceed 3% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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