Awoye Capital, LLC is a registered investment advisor founded in 2019 and based in Bay Shore, New York. The firm is 100% owned and operated by Jordan Awoye. Awoye Capital offers personalized investment management, one-time and ongoing financial planning, business consulting, and retirement plan advisory services. For individuals and families, the firm builds customized investment portfolios based on personal goals, risk tolerance, and time horizons, while also addressing retirement strategies, cash flow analysis, tax reduction, risk management, and estate preservation. Awoye Capital tailors its services to individual needs and permits clients to place restrictions on certain securities. The firm does not have any account minimums to open an account, making its services accessible to investors of various portfolio sizes.
Fee Structure
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% |
Fees are billed monthly in advance and the annual fee is negotiable.