Beofor Capital offers investment management services, providing advice on various asset classes including equities, bonds, and mutual funds. They also advise on private debt, real estate, and private companies for suitable clients. Beofor Capital also offers financial planning services where an advisor will review a client's financial position, goals, and objectives and make recommendations. Clients are not obligated to act on these recommendations or effect transactions through Beofor Capital.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable with each client based on a variety of factors, such as the amount of assets being managed, future deposits to the accounts under our management, the level and type of services provided, and/or the nature of the relationship with the client. Beofor Capital LLC, at its sole discretion, may reduce or waive fees for clients based upon certain criteria (i.e., the portfolio size, anticipated future contributions, amounts held in related accounts, negotiations with the client, and the complexity of the portfolio mandate).