Plein Air Capital Advisers offers investment advice to high net worth individuals and institutional clients, generally on a discretionary basis. Plein Air researches investments, makes decisions, and monitors client portfolios, providing quarterly statements. The firm focuses on U.S. equities but may include non-U.S. securities, mutual funds, exchange-traded funds, fixed income, and cash. Plein Air typically holds 15-20 stocks in a mature account, with no more than 10% of a portfolio in one security at purchase.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.