Enterprise Value Capital Management (EVCM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. EVCM creates an investment plan for each client to help select a suitable portfolio. EVCM may also act as a subadvisor to other advisory firms. EVCM generally limits its investment advice to fixed income securities, equities, treasury inflation protected/inflation linked bonds, non-U.S. securities, options, and private placements.
Fee Structure
EVCM offers investment management services for a fee based on the value of your portfolio. For non-qualified clients, the annual fee is 2.00% of all assets. These fees are negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation. The performance fee is contingent upon returns exceeding a certain threshold. Clients are also responsible for paying third-party fees such as custodian fees and brokerage fees.