Presidio Capital Management, LLC's Form ADV discloses 1.15% on the first $1 million, 0.85% on the next $1.5 million, 0.75% on the next $2.5 million, 0.55% on the next $5 million, and 0.35% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #304501), Presidio Capital Management, LLC is subject to fiduciary duty under federal law.
Presidio Capital Management, LLC is headquartered in SAN DIEGO, CA.
Presidio Capital Management, LLC serves 192 high-net-worth clients according to their SEC filing dated March 3, 2026. View client details ↓
According to their SEC Form ADV, Presidio Capital Management, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Presidio Capital Management, LLC manages $499 million in client assets according to their SEC filing dated March 3, 2026.
According to their SEC Form ADV, Presidio Capital Management, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓