Double Springs Capital provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Double Springs Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements, although they primarily recommend equities.
Fee Structure
Double Springs Capital charges a performance-based fee for portfolio management. Qualified clients will pay an annual management fee of 1.50%, paid quarterly. Clients will also pay a quarterly performance fee of 15.00% based on capital appreciation for the portfolio. If the portfolio drops in value, the client will not incur a new performance fee until the portfolio reaches the last highest value, adjusted for withdrawals and deposits, which is generally known as a “high water mark.”