Plein Air Capital Advisers, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$29M
Clients27
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$29M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm