Berone Capital provides investment management services to individuals and certain entities. Berone Capital makes investment decisions on behalf of its clients, primarily in U.S. publicly-traded equities, fixed income securities, and cash securities. The firm intends to establish an investment policy and manage investments in the context of each client’s individual objectives and risk tolerances.
Assets Under Management$4.1M
Clients5
Advisors1
Avg. per Client$820K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Adjustments may be made for reasons such as account size or composition.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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