AsterBright Capital Management offers personalized investment management services. The firm creates portfolios based on your goals and risk tolerance, using both fundamental and quantitative research. Strategies may include long-only or long/short positions using stocks, ETFs, and options. Fees are either a flat annual fee or performance-based, depending on the strategy.
Assets Under Management$5.7M
Clients6
Advisors1
Avg. per Client$950K
Avg. per Advisor$5.7M
Fee Structure
Investment management only (planning not offered)
AsterBright Capital Management offers two fee structures for investment management:
- Flat Annual Fee: A fixed fee based on the complexity of managing your account, typically for long-only equity portfolios. This fee is billed quarterly.
- Performance-Based Fee: For more complex strategies, such as those using derivatives or tactical allocation, a performance-based fee may apply. This is only available to qualified clients.
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