Daytona Street Capital

Fee-Only (% of Portfolio)

Daytona Street Capital is an independent, registered investment advisor based in St. Louis, Missouri, managing investment portfolios for individuals, trusts, retirement accounts, and other clients. Daytona Street Capital offers two primary investment strategies: a core equity strategy focused on holding competitively advantaged businesses over the long term to outperform the stock market, and a global asset allocation strategy utilizing exchange-traded funds and mutual funds for broad diversification. Client portfolios are managed with the authority to make trades without asking first, and accounts can be customized to exclude specific companies or sectors. Daytona Street Capital also offers financial planning advice upon request as part of the relationship at no additional cost. The firm requires a minimum initial investment of $250,000, though exceptions may be made.

Assets Under Management$190M
Clients51
Advisors4
Avg. per Client$3.7M
Avg. per Advisor$47M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Rates vary by strategy: Equity strategy is 1.0%, Global Diversified Strategy using exchange-traded funds is 0.75%, and other strategies are 1.0%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

4 Advisors at this firm

Daytona Street Capital - Fees, AUM & Advisors | TrueAdvisor