Platler Capital Management offers investment management services where they monitor your portfolio regularly. They assess your needs and goals to provide investment recommendations. They also offer general consultation services and financial planning advice covering retirement, college funding, and estate planning. Clients may request restrictions on their accounts.
Assets Under Management$26M
Clients53
Advisors1
Avg. per Client$500K
Avg. per Advisor$26M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Investment Management fees may be negotiable in certain circumstances and may be affected by the complexity of services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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