Field Capital Management, based in Santa Fe, New Mexico, offers investment supervisory services, creating and managing portfolios based on clients' individual needs and goals. They also provide financial planning with written reports and consulting advice on specific financial topics like estate planning or retirement. Recommendations are not limited to specific products and are of a generic nature. They manage advisory accounts on a discretionary and non-discretionary basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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