Resolve Capital Management offers investment advice and portfolio management to help clients achieve their financial goals. They focus on a diversified portfolio across multiple asset classes and investment styles. Resolve Capital Management also provides financial planning services as part of their asset management services, covering retirement, education, insurance, tax, and estate planning. They work with clients to understand their financial situation and objectives.
Assets Under Management$42M
Clients89
Advisors2
Avg. per Client$470K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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