Assets Under Management
$27.1M
Number of Clients
23
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$27.1M
Compensation
Fee-Only (AUM)
Third Day Capital Management offers discretionary investment management services to individuals, families, and businesses. They also provide ancillary services such as financial planning, business succession planning, and philanthropic planning. The firm develops an Investment Policy Statement with each client and manages portfolios according to the IPS.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Investment management fees are generally not negotiable.
4600 South Syracuse Street, 9th Floor, Denver, CO, 80237