Peridot Capital Management offers investment management services and hourly financial advice. For investment management, Peridot creates a specific investment strategy based on a client's goals, time horizon, and risk tolerance. The firm primarily works with younger individuals saving for retirement and individuals approaching or already in retirement. For those not wanting investment management, hourly financial consultations are available.
Assets Under Management$6.3M
Clients19
Advisors1
Avg. per Client$330K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.13% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.88% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service desired and asset levels.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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