Most Capital LLC is an independent investment advisory firm founded in 2019, located in Woodland Hills, California. The firm provides investment management services exclusively utilizing exchange-traded funds (ETFs) for individual clients, trusts, and pension plans. Most Capital employs a quantitative systematic investment strategy known as the Market-Regime Index Strategy with Momentum Factor, which dynamically allocates between equity exchange-traded funds during risk-on market conditions and bond exchange-traded funds during risk-off periods to manage downside risk. Most Capital operates on a fee-only basis, charging an annual management fee based on a tiered percentage of the net market value of the client's portfolio. The firm does not manage commingled funds, mutual funds, or wrap-fee programs, and does not accept compensation for the sale of financial products. Most Capital requires clients to authorize each transaction prior to trade execution.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3.0M - $6.0M | 1.88% |
| $6.0M - $9.0M | 1.75% |
| $9.0M - $15.0M | 1.63% |
| $15M+ | 1.50% |
Most Capital reserves the right to negotiate, reduce or waive the advisory fee for certain client accounts.