Filon Capital LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Filon Capital generally limits its investment advice to fixed income securities, equities, ETFs (including ETFs in the gold and precious metal sectors) and commodities, although Filon Capital primarily recommends futures. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
Assets Under Management$4.3M
Clients5
Advisors1
Avg. per Client$850K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For qualified clients, Filon Capital also charges a 15.00% performance fee based on capital appreciation. These fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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