Haddock Capital is a fee-only firm that offers investment management services. They develop a personal investment policy for each client based on their goals, risk tolerance, and tax considerations. Haddock Capital advises on stocks, bonds, mutual funds, ETFs, and alternative assets. Clients grant Haddock Capital authority to buy and sell securities on a discretionary basis and may impose reasonable restrictions on investments.
Fee Structure
Haddock Capital's fee for investment management is a percentage of the value of your portfolio, and it's negotiable. The fee will not exceed 2.00% annually. The fee is calculated based on the average daily balance of your account and is paid quarterly. For qualified investors, a performance-based fee of up to 20% of net profits may also be applied.