Corgi Strategies manages Exchange Traded Funds (ETFs). The firm focuses on tracking the performance of companies where the founder still holds an executive-level title. Corgi Strategies manages the Founder Led ETF and the Founder Led 2x ETF. The firm's advice is provided only to the Trust’s series and is not tailored to individual ETF shareholders.
Assets Under Management$10M
Clients1
Advisors2
Avg. per Client$10M
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
This fee applies to the Founder Led ETF. The fee may be reduced or waived by agreement with the Trust’s Board. The Founder Led 2x ETF has a fee of up to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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