Presidio Capital Management, LLC provides customized investment management and financial planning services to individuals, high net worth individuals, business owners, trusts, estates, charitable organizations, and retirement plans. Presidio works closely with each client to understand their investment goals, risk tolerance, and financial situation, constructing portfolios primarily using low-cost, diversified mutual funds and exchange-traded funds, alongside individual stocks, bonds, structured products, alternative investments, and options. Presidio operates as a registered investment advisor and is legally required to act in your best interest. In addition to investment portfolio management, Presidio offers financial planning and consulting covering areas such as retirement planning, personal savings, and education funding, as well as retirement plan consulting for businesses. The firm generally requires a minimum relationship size of $1,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Clients with less than $500,000 in assets are charged an annualized fee of 1.50%. Fees are negotiable at the discretion of the advisor.