Libris Capital Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement and handles asset allocation, asset selection, and regular portfolio monitoring. Libris Capital Management primarily recommends global equities, along with mutual funds, fixed income securities, real estate funds, exchange-traded funds, and other diversified assets. The firm operates with full trading authority to buy and sell investments without needing prior approval for each individual transaction. In addition to standard asset-based fees, the firm offers performance-based fee structures for qualified clients who meet specific net worth or investment minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.4M | 1.50% |
| $1.4M+ | 1.00% |
Accounts of $1,400,000 and above also include a 25.00% performance fee on capital gains for qualified clients. Fees are generally negotiable.