Cubic Pye Capital Management offers investment advice tailored to individual client needs. They provide discretionary portfolio management, creating customized investment portfolios based on your risk tolerance and investment objectives. They also offer investment consulting services for clients who don't require ongoing management, including advice on asset allocation and retirement plans. Cubic Pye Capital Management does not offer financial planning services, but their affiliate Cubic Pye LLP does.
Assets Under Management$77M
Clients16
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Firm fees are negotiable based on mutual agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...