Three Circles Capital Management manages investment portfolios for individuals, trusts, corporations, banking institutions, and pooled investment vehicles. The firm determines investment strategies and makes decisions about buying and selling securities. The firm's goal is to generate above-average returns with lower risks, without using financial leverage.
Assets Under Management$3.7M
Clients2
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated and will not exceed 2.0% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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