Organik Capital LLC provides financial planning advice on topics like cash flow, college funding, retirement, and estate planning. The firm also offers ongoing portfolio management services, managing investments on a discretionary basis. Organik Capital uses fundamental analysis and may hedge portfolios using ETFs, equity securities, and options.
Assets Under Management$1.7M
Clients6
Advisors1
Avg. per Client$280K
Avg. per Advisor$1.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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