Firethorn Capital provides investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Firethorn also offers financial planning services covering investment, tax, retirement, and estate planning. Investment services are discretionary. Firethorn does not offer wrap fee programs.
Assets Under Management$49M
Clients45
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K+ | 1.00% |
The exact fee charged is negotiable and will be stipulated in the client’s Financial Advisory Services Agreement. Some separately managed accounts may pay more or less than others depending on certain factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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