Germana Capital LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. Germana Capital also offers financial planning services, including net worth and cash flow analysis, retirement and income planning, and estate planning guidance.
Assets Under Management$2.7M
Clients2
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients may pay a maximum of 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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