2nd Market Capital Advisory Corporation offers investment advisory services focused on real estate equities. They manage portfolios through Portfolio Asset Management Accounts, Baseline + Asset Management Accounts, and Proprietary Investment Portfolio Accounts. They also provide market commentary and research through an Investing Group service on Seeking Alpha. Services are tailored to investor goals and risk tolerance.
Assets Under Management$47M
Clients35
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
2nd Market Capital Advisory Corporation offers several investment management options:
- Portfolio Asset Management Accounts: The annual management fee is 2% of the account value. Some clients may also pay a percentage (10% to 20%) of the increase in portfolio value each year.
- Baseline + Asset Management Accounts: The annual management fee is 1% of the account value.
- Proprietary Investment Portfolio Accounts: The annual management fee is 1% of the account value.
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