Pulver Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Pulver Capital Management provides ongoing portfolio management and investment advisory services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized Investment Policy Statement for every client, which outlines their financial situation, tax levels, and risk tolerance to guide asset selection and allocation. Pulver Capital Management focuses on fundamental and technical analysis, utilizing a wide range of securities including corporate high-yield bonds and dividend-paying equities to diversify portfolios. The firm operates with the authority to make investment trades without seeking prior client approval for each individual transaction. Services are offered to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and business entities.

Assets Under Management$82M
Clients7
Advisors2
Avg. per Client$12M
Avg. per Advisor$41M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Pulver Capital Management LLC - Fees, AUM & Advisors | TrueAdvisor