12th Street Asset Management

Fee-Only (% of Portfolio)

12th Street Asset Management provides investment management services to individuals and institutions. They manage portfolios through separately managed accounts, sub-advisory accounts, model portfolios, and limited partnerships. 12th Street focuses on concentrated equity strategies with a long-term focus on capital appreciation.

Assets Under Management$620M
Clients522
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

12th Street Asset Management charges up to 1.0% of the market value of your portfolio annually for investment management. The specific fee is detailed in your investment management agreement and may be negotiable. Minimum account size is $1,000,000, but 12th Street may manage accounts below this minimum.

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Location

4 Advisors at this firm

12th Street Asset Management | TrueAdvisor