Presidio Capital Management, LLC
Assets Under Management
$397.4M
Number of Clients
333
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$44.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Presidio Capital Management offers portfolio management, financial planning, and retirement plan consulting services to individuals, high-net-worth individuals, trusts, estates, and businesses. They utilize various investment vehicles and strategies, including third-party managers and TAMPs, to meet client-specific financial goals while considering risk tolerance and time horizons.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 with our firm will be charged an annualized fee of 1.50%.
Fee Estimator
For portfolio management, clients with over $500,000 in assets pay a tiered annual fee (see table). Clients with less than $500,000 are charged 1.50% annually. Fees are billed quarterly in advance and are negotiable. Financial planning fees range from $2,500 to $75,000 on a flat or recurring basis, or up to $450/hour. Retirement plan consulting fees are either flat (up to $75,000) or a percentage of plan assets (up to 1.00%). Clients may also incur third-party fees, including those from alternative assets and independent managers (0.15% to 1.25% annually).
Areas of Practice
Location
12626 High Bluff Drive, Ste 150, San Diego, CA, 92130