Assets Under Management
$397.4M
Number of Clients
333
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$44.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Presidio Capital Management offers portfolio management, financial planning, and retirement plan consulting. They create customized portfolios using various investment vehicles and may utilize third-party managers. They also offer financial planning and consulting services on an hourly, flat, or recurring fee basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fees are negotiable.
12626 High Bluff Drive, Ste 150, San Diego, CA, 92130