Portage Capital Management provides investment advice and manages portfolios for individuals and high-net-worth individuals. They tailor investment strategies to each client's goals, risk tolerance, and time horizon. Portage also manages a private hedge fund, Portage Capital Partners, LP, and may solicit clients to invest in it. They do not participate in wrap fee programs.
Assets Under Management$24M
Clients5
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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