Alamar Capital Management offers investment management services, creating customized portfolios based on client goals and risk tolerance, using stocks, bonds, ETFs, and mutual funds. They also provide family office services, financial planning, and consulting on topics like retirement, estate, and tax planning. Alamar also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$250M
Clients108
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee. Actual fee is negotiable and outlined in the advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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