Pip Capital & Consulting, LLC

Fee-Only (% of Portfolio)

Pip Capital & Consulting, LLC provides investment management services tailored to clients' individual investment objectives, risk tolerance, and income needs. Pip Capital primarily manages client portfolios with discretionary authority, utilizing equities, mutual funds, and exchange-traded funds. The firm's core investment strategy centers around active daily management and technically-driven timed trading of growth and value stocks via conservative option strategies.

Assets Under Management$21M
Clients35
Advisors1
Avg. per Client$610K
Avg. per Advisor$21M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Pip Capital charges an annual fee of 2.0% of the value of your portfolio. This fee is negotiable. For certain qualified clients, Pip Capital charges an annual fee of 1.0% of the value of your portfolio, plus a performance-based fee ranging from 10% to 15% based on the profits in the client's account.

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Location

1 Advisors at this firm

Pip Capital & Consulting, LLC | TrueAdvisor