Lorintine Capital offers portfolio and wealth management, IRA assistance, financial planning, and retirement planning. Services are tailored to each client's financial situation, age, income, and risk preferences. Clients can accept or deny investment recommendations. Lorintine Capital also serves as a plan advisor for companies offering 401(k) plans and manages private hedge funds.
Assets Under Management$72M
Clients49
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be up to 2% for specialty products and strategies. Fees are negotiable for clients with accounts of sufficient size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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