Accfox Capital LLC

Accfox Capital offers ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Accfox Capital designs investment strategies using fundamental, quantitative, and technical analysis, investing in mutual funds, fixed income, real estate funds, equities, exchange-traded funds, and venture capital funds. For standard clients, Accfox Capital charges a flat 3% annual fee on all assets under management. For qualified clients with higher net worth or investment amounts, Accfox Capital offers an alternative fee structure consisting of a 2% annual management fee plus a 20% performance fee on capital gains. In addition to investment management, Accfox Capital provides comprehensive financial planning covering investment planning, life insurance needs, tax concerns, retirement planning, college savings, and debt management.