Hisaab Capital, LLC

Fee-Only (% of Portfolio)

Hisaab Capital provides investment management services with a primary focus on exchange-traded options strategies, such as covered calls and protective puts, designed to manage downside risk or generate income. Hisaab Capital tailors portfolios to individual investment objectives, risk tolerances, and time horizons using asset allocation and technical analysis. In addition to standard asset-based management fees, Hisaab Capital offers performance-based fee arrangements for qualified clients meeting specific regulatory thresholds. Hisaab Capital prefers a minimum account size of $100,000, though this minimum may be waived at the firm's discretion.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on the expected level of trading. Active trading is charged at 2% annually and less active trading at 1% annually. Qualified clients may also elect a 20% performance fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm