Staley Capital provides investment management services to wealthy families, high-net-worth individuals, endowments, corporations, and profit-sharing plans. Staley Capital manages individualized private accounts and an investment-related limited partnership. The firm's investment committee meets regularly to discuss asset allocation, industry sectors, specific securities, and the capital market environment. Staley Capital invests with a long-term, relative value focus.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Some client relationships are charged a flat percentage rate rather than a scaled fee. Flat percentage fees for private accounts ranged from 0.125% to 0.55% on 12/31/2024, depending on the number, size, and complexity of the accounts within the relationship. Fees may be negotiable.