Cenacle Capital Management offers asset management services tailored to individual clients. They specialize in income option strategies and tactical asset allocation using exchange traded funds and equities. Cenacle may also refer clients to unaffiliated sub-advisers. They offer various programs including Option Enhanced Portfolio, Cash Management Strategy, Bitcoin Gold Switching Strategy, and Bitcoin Flywheel Strategy. They also offer pension consulting services to employee benefit plans.
Assets Under Management$20M
Clients73
Advisors1
Avg. per Client$270K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Cenacle Capital Management offers several investment management strategies, each with its own annual fee:
- Asset Management Services: 1.00% of your portfolio per year.
- Option Enhanced Portfolio Program: 1.50% of your portfolio per year.
- Cash Management Strategy: 0.35% of your portfolio per year.
- Bitcoin Gold Switching Strategy: 1.00% of your portfolio per year.
- Bitcoin Flywheel Strategy: 1.00% of your portfolio per year.
Fees are negotiable and billed quarterly in advance. Family accounts may be combined to potentially reduce fees.
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