Third Day Capital Management provides investment management services for individuals, families, and businesses. TDCM also offers financial planning services such as retirement, education, business succession, and philanthropic planning. The firm creates an investment program based on the client's values, financial situation, risk tolerance, and investment strategy. TDCM also helps businesses develop and implement retirement plans.
Assets Under Management$27M
Clients23
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$27M
www.linkedin.com/in/markschumacher ·www.third-day-capital.com ·www.linkedin.com/company/third-day-capital-mana...
Fee Structure
Investment management only (planning not offered)
Third Day Capital Management's fee for managing your investments is based on a percentage of the value of your portfolio. The fees are as follows:
- Up to $500,000: 1.75%
- $500,001 to $1,000,000: 1.50%
- $1,000,001 to $2,000,000: 1.25%
- $2,000,001 to $5,000,000: 1.00%
- $5,000,001 to $10,000,000: 0.85%
- $10,000,001 to $100,000,000: 0.75%
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