Daytona Street Capital offers investment management services through separately managed accounts. Their core equity strategy focuses on outperforming the S&P 500 by investing in companies with competitive advantages, strong management, excellent customer experiences, and favorable valuations. They also offer a global asset allocation strategy using ETFs and mutual funds for diversification. Client portfolios can be customized with certain restrictions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.75% to 1.00% depending on the investment strategy. Fees are negotiable based on the assets being managed, and other relevant factors including the scope of work necessary to service client accounts. Some accounts may be under different fee schedules honoring prior agreements.