Presidio Capital Management provides investment advice and financial planning to individuals, high net worth individuals, business owners, trusts, estates, charitable organizations, and retirement plans. Presidio creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. They also offer financial planning services covering investment planning, retirement planning, education savings, and charitable giving. Presidio may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$500M
Clients351
Advisors9
Avg. per Client$1.4M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Clients with less than $500,000 in assets under management will be charged an annualized fee of 1.50%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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