Sankota Capital offers investment management services to individuals and institutions. Sankota uses a fundamental research process to find undervalued small and mid-sized companies. This involves analyzing company results, management, strategy, and industry trends. Sankota also considers corporate sustainability and governance practices. They aim to hold investments for three to five years.
Assets Under Management$57M
Clients31
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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