Sutton Place Capital Management (SPCM) offers personalized investment management services to individuals, IRAs, families, foundations, endowments, trusts, and small business 401(k) plans. SPCM develops a client's personal investment policy and creates and manages a portfolio based on that policy. SPCM manages advisory accounts on a discretionary basis only. SPCM may also provide portfolio management as a sub-adviser.
Assets Under Management$18M
Clients18
Advisors1
Avg. per Client$980K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Discounts may apply to large institutional accounts. Clients with socially responsible interests may be charged a higher annual fee (typically 0.25% higher). Fees for certain accounts involving special holdings or inactive securities are modified by negotiation and certain accounts may be charged a negotiated fixed rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...