Mapleton Capital Management, LLC

Fee-Only (% of Portfolio)

Mapleton Capital Management manages three pooled investment vehicles and separately managed accounts. Mapleton's investment strategy relies on fundamental research to identify changes in a company's value. They focus on companies whose stock is likely to show price appreciation or depreciation. Mapleton may employ an aggressive trading style, holding equities for short periods. They may sell securities short or use options and other derivative instruments.

Assets Under Management$86M
Clients27
Advisors5
Avg. per Client$3.2M
Avg. per Advisor$17M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Advisors at this firm