Commenda Capital Advisors

Fee-Only (% of Portfolio)

Commenda Capital Advisors helps clients choose investment managers and monitors their performance. Commenda Capital assists clients in setting investment goals for the managers and continues to oversee the client account and monitor the activities of the managers, including having the ability to hire and fire managers. The client will enter into an advisory agreement with the sub-advisors.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The Advisor's fee will be charged in addition to the third-party manager's fee, which will vary depending on the size of the account. The total combined advisory fees will not exceed 2.0% annually. Fees may be negotiated.

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

1 Advisors at this firm

Commenda Capital Advisors | TrueAdvisor