Stuyvesant Capital Management Corporation

Fee-Only (% of Portfolio)

Stuyvesant Capital Management provides investment advice and manages investment portfolios for individuals, pension plans, trusts, estates, and corporations. Stuyvesant actively manages equity and balanced accounts, and also uses a trend-following model called StuyvesanTrendsTM. Investment decisions are based on client objectives and guidelines, and clients can impose reasonable restrictions on their accounts.

Assets Under Management$36M
Clients30
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$18M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.75%

For equity and balanced accounts. The annual fee structure when managing StuyvesanTrendsTM advisory accounts are as follows: 2% on the first $100,000, 1.5% on the next $150,000 and then 1.0% on assets over $250,000. The amount of the advisory fees is negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Stuyvesant Capital Management Corporation | TrueAdvisor