Appalaches Capital provides specialized portfolio management using a long-only equity strategy (Appalaches Core LO) that aims for attractive risk-adjusted returns. They hold a concentrated but diversified portfolio of equities, ETFs, and other exchange-traded securities. Appalaches Capital also offers consulting services to other investment advisors, including idea generation, due diligence, and research reports. They do not provide holistic financial planning or tax advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees for investment management services are non-negotiable; however, the Firm reserves the right and may offer a discount on fees for certain clients, including family of employees and others. Discounts are at the Firm's discretion and will be agreed upon on a case-by-case basis.