Epogee Capital Management (ECM) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. ECM creates an Investment Policy Statement for each client to guide investment decisions. ECM generally invests in mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, and ETFs. ECM may request authority to make trades without asking first.
Assets Under Management$68M
Clients4
Advisors2
Avg. per Client$17M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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