Thalassa Capital provides financial planning and investment management services. Financial planning covers cash flow, retirement, estate, education, insurance, risk management, and investments. Investment management includes planning, implementation, and ongoing management with risk analysis. Thalassa also offers access to hedge funds through Crystal Capital.
Assets Under Management$96M
Clients70
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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