Capital Dynamics, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Capital Dynamics offers investment management services, including discretionary and non-discretionary advice, to pooled investment vehicles and institutional investors. The firm focuses on mid-market and energy infrastructure investing, offering services like constructing investment programs, analyzing opportunities, making investment decisions, and managing investments.

Assets Under Management$2.8B
Clients32
AdvisorsN/A
Avg. per Client$88M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Capital Dynamics manages investments for pooled investment vehicles and institutional investors. Fees are typically calculated as a percentage of assets under management or invested capital, or as a fixed fee. The specific fee terms are negotiated separately and take into account the investment strategy, account size, and services provided. Fees are paid quarterly.

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Capital Dynamics, INC. | TrueAdvisor