Wata Capital offers investment management and financial planning services. For investment management, Wata researches and invests in undervalued publicly traded companies, using a concentrated approach. Financial planning involves reviewing a client's financial position and goals to make recommendations. Wata Capital manages client accounts on a discretionary basis, meaning they make investment decisions without consulting the client after the initial setup.
Assets Under Management$7.2M
Clients22
Advisors1
Avg. per Client$330K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable with each client based on a variety of factors. Additionally, for certain qualified clients, Wata Capital may charge a performance-based profit allocation of up to 20% of each investor’s annual net realized and unrealized profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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