Tsai Capital Corporation's Form ADV discloses 1.95% on the first $5 million, 1.50% on the next $5 million, 1.25% on the next $5 million, and negotiable rates above $15 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #137578), Tsai Capital Corporation is subject to fiduciary duty under federal law.
Tsai Capital Corporation serves 46 high-net-worth clients according to their SEC filing dated May 26, 2026. View client details ↓
According to their SEC Form ADV, Tsai Capital Corporation offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
Tsai Capital Corporation manages $148 million in client assets according to their SEC filing dated May 26, 2026.
According to their SEC Form ADV, Tsai Capital Corporation serves high-net-worth individuals and institutional clients. View client details ↓