Codex Capital Asset Management provides investment advice to individuals and institutions, managing their investments based on their specific goals and strategies. Codex Capital uses fundamental analysis to pick investments. Clients can put restrictions on what securities Codex Capital invests in. Codex Capital does not participate in wrap fee programs.
Assets Under Management$300M
Clients18
Advisors1
Avg. per Client$17M
Avg. per Advisor$300M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
0.40% for client accounts invested solely in indices. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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