Nadine Terman is a registered investment advisor at Solstein Capital, LLC, based in Menlo Park, CA, with 14 years of industry experience. Nadine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Solstein Capital's fees for separately managed accounts are a percentage of the value of your portfolio and are determined on an individual basis, subject to negotiation based on the size of the account and your objectives. Fees are calculated using the average value of your portfolio for the quarter, and are paid after the quarter ends. Solstein Capital requires a minimum investment of $25 million for separately managed accounts, although they may accept smaller amounts at their discretion.
Location
1285 El Camino Real, Suite 100, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nadine has been a member of Solstein GP, LLC, an investment-related business managing Solstein Capital Partners, L.P., since 2010. She dedicates minimal time to this business.
Employment History
Current Registrations
Solstein Capital, LLC
State Registrations2 states
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