Whitetail Rock Capital Management (WRCM) offers asset management services tailored to each client's individual needs. WRCM primarily serves large institutional investors, corporations, high net worth individuals, and private funds. WRCM works with clients to establish risk, return, and tax objectives, then develops a custom investment policy and manages a portfolio based on that policy. WRCM manages accounts on a discretionary basis.
Assets Under Management$3.1B
Clients4
AdvisorsN/A
Avg. per Client$780M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees generally range from 0.05% to 0.50%. Asset-backed security management fees range from 0.10% to 0.25% of the cost basis plus discount accretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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