Goydas Capital Investment Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Goydas Capital Investment Management LLC offers portfolio management tailored to individual client goals, pension consulting services for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. Goydas Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.

Assets Under Management$19M
Clients19
Advisors2
Avg. per Client$990K
Avg. per Advisor$9.4M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Qualified clients may pay 0.50% of assets under management annually, plus 20% of net profits above the high-water mark, calculated monthly.

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Location

2 Advisors at this firm

Goydas Capital Investment Management, LLC | TrueAdvisor