Gravity Capital Partners, LLC

Fee-Only (% of Portfolio)

Portfolio ThinkTank, operating as Gravity Capital Partners or Gravity Investments, provides sub-advisory services to advisors and institutions, building and maintaining custom model portfolios. They use patented software for diversification. Gravity also offers its Custom Institutional RoboAdvisory platform to advisory firms. Portfolio ThinkTank also provides services directly to individual investors.

Assets Under Management$11M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$11M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.84%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm