Shell Capital Management offers a wrap-fee program, ASYMMETRY® Investment Program, directly to investors. Shell Capital specializes in quantitative investment management, applying math and algorithms to objectively quantify and manage price trends and risk. Shell Capital is an asset manager that provides portfolio management to individual accounts. The accounts are owned and titled in the investor’s own name at a third-party custodian, unaffiliated with Shell Capital (typically Goldman Sachs). Shell Capital may provide consultation services to its investment management clients on investment and non-investment related matters.
Assets Under Management$23M
Clients18
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees over $10 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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