Old School Capital provides investment management, financial planning, and consulting services. Investment management is non-continuous and based on individual client needs. Financial planning covers various areas like taxes, investments, insurance, retirement, and estate planning. Consulting services offer focused advice on specific financial topics. Old School Capital also offers selection and monitoring of third-party money managers.
Assets Under ManagementN/A
Clients25
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Annual Fee:$2,500
Old School Capital offers portfolio management services for a fee based on a percentage of the assets they manage, ranging from 0.75% to 2.50% per year. Alternatively, they may charge a fixed annual fee, negotiated on a case-by-case basis, typically ranging from $2,500 to $50,000.
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