Wachtel Capital Advisors (WCAL) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. WCAL creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. WCAL may also recommend third-party investment advisors, including the AssetMark Platform. WCAL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities, although WCAL primarily recommends ETFs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Wachtel Capital Advisors may also recommend third-party investment advisors, including the AssetMark Platform, and will be compensated via a fee share from those advisors, not to exceed 3% of assets under management.