Awoye Capital offers investment management and financial planning services. Investment management is tailored to individual client goals and risk tolerance. Financial planning covers topics like retirement, taxes, insurance, and estate planning. Awoye Capital also provides business planning and consulting services. Jordan Awoye, the owner, has outside business activities that may present conflicts of interest, but these are mitigated by disclosures and the firm's fiduciary duty.
Assets Under Management$2.1M
Clients31
Advisors1
Avg. per Client$69K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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