Phan Capital Management, LLC is a registered investment advisor offering comprehensive wealth management and investment management services. Wealth management includes financial planning tailored to individual needs, covering a range of topics. Investment advice is tailored to meet client's needs and investment objectives. Phan Capital provides discretionary portfolio management services.
Assets Under Management$3.2M
Clients13
Advisors1
Avg. per Client$250K
Avg. per Advisor$3.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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