Offit Capital offers investment advice, including financial goal analysis, asset allocation, and investment strategy implementation. They manage investments for clients and private investment partnerships. Offit Capital also provides consulting on concentrated stock holdings and coordinates cash flow and estate plans, working with clients' other advisors. As of December 31, 2024, Offit Capital managed over $20 billion in assets.
Assets Under Management$20B
Clients344
Advisors1
Avg. per Client$59M
Avg. per Advisor$20B
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The fee schedule generally ranges from 0.25% to 0.75% depending on the services provided. A fixed fee may be charged in lieu of the sliding scale fee in certain instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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