Gizaw Capital Management, LLC

Fee-Only (% of Portfolio)

Gizaw Capital Management provides investment advisory services, primarily selecting small and mid-capitalization stocks. They aim for high returns by investing in high-quality businesses with growth potential and trustworthy management. Gizaw Capital's strategy is suitable for investors with a 3–5-year time horizon and no immediate liquidity needs. Clients should understand that their account holdings will closely reflect those of other clients.

Assets Under Management$970K
Clients15
Advisors1
Avg. per Client$65K
Avg. per Advisor$970K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K+1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm