- Investment Advisory Services:

Minimum portfolio size $1 million.

1.5% management fee, digressive depending on size, with incentive compensation of 15% if warranted by risk/return objectives.


In accordance with Section 205 of the Investment Advisers Act of 1940.

 

 

 
Asset Management for Institutions and High Net Worth Investors
127 Dalena Way, Palm Beach Gardens, FL 33417 – U.S.A. – Tel: 1-561-493 7077
www.capmax.com • www.theotherstreet.net