Stratton Capital Management offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Stratton creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Stratton generally limits its money management to mutual funds, equities, bonds, fixed income, ETFs, REITs, and government securities.
Assets Under Management$7.7M
Clients6
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.70% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. The standard fee structure may vary.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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