Cois Dara Investing is an investment advisory firm that offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Cois Dara Investing builds customized investment strategies primarily using mutual funds, individual stocks, exchange-traded funds, commodities, non-United States securities, and venture capital funds. Cois Dara Investing operates on a discretionary basis, meaning they make trades on your behalf without needing approval for every single transaction, while legally acting in your best interest. Cois Dara Investing does not have account minimums and works with individuals and high-net-worth clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may alternatively choose a performance-based fee structure consisting of 0.00% management fee and a 25.00% performance fee on net capital appreciation subject to a 6.00% hurdle rate and high-water mark.