SF Value Capital provides investment advice to individuals, small businesses, and retirement accounts. The firm invests in undervalued companies expected to grow significantly over the long term. They look for companies with strong economics, growth potential, and good management. SF Value Capital does not offer tailored investment advice; all accounts have similar investments.
Assets Under Management$14M
Clients25
Advisors1
Avg. per Client$540K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.72% |
| $250K - $500K | 0.40% |
| $500K+ | 0.20% |
SF Value Capital may combine the account values of family members living in the same household to determine the applicable advisory fee. SF Value Capital, in its sole discretion, may charge a lesser management fee based on certain other criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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