Fell Capital Management is a registered investment advisor offering investment advice to individuals, trusts, and corporate retirement plans. They manage diversified portfolios using stocks, bonds, mutual funds, and exchange-traded funds, focusing on asset allocation and fundamental analysis. Fell Capital Management also forms limited liability companies or limited partnerships for investing in real estate or other non-standard assets, which are offered to qualified clients.
Assets Under Management$180M
Clients72
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Minimum annual fee of $3,000. Fees are subject to negotiation. Performance-based fees are also available.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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