Erenda Capital Management offers investment management services, tailoring its approach to each client's objectives, timeline, and risk tolerance. They invest in undervalued equity and fixed-income securities, as well as ETFs, but not mutual funds, commodities, or margin trading. Financial planning services are also available at no additional fee. Erenda Capital Management does not take custody of client assets.
Assets Under Management$2.5M
Clients6
Advisors1
Avg. per Client$420K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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