Honeyguide Capital Partners

Fee-Only (% of Portfolio)

Honeyguide Capital Partners offers investment management services, managing client portfolios to mirror a proprietary model portfolio. This model is monitored and adjusted based on market conditions. The firm primarily uses a tactical allocation strategy, recommending exchange-listed securities, ETFs, and options. The firm does not tailor portfolios to individual needs, but will consider client restrictions. Honeyguide Capital Partners does not manage wrap fee programs.

Assets Under Management$740K
Clients13
Advisors1
Avg. per Client$57K
Avg. per Advisor$740K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Honeyguide Capital Partners | TrueAdvisor