Modesto Capital provides investment management services where they manage client portfolios based on their goals and risk tolerance. They also offer financial planning services, including full financial plans and consultation services on specific topics. Additionally, Modesto Capital provides services to qualified retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager. They also hold seminars and workshops to educate the public.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).