Fielder Capital Group manages investment portfolios for clients based on their individual goals and risk tolerance. Fielder offers investment advisory, family office, and retirement plan services. Fielder uses various investment strategies, including both quantitative and qualitative analysis, to identify undervalued securities. Fielder can invest in individual securities, mutual funds, exchange-traded funds, and private placements.
Assets Under Management$1.1B
Clients118
Advisors8
Avg. per Client$9M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.77% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Some existing clients may be subject to legacy fee schedules. For qualified plans where the client is a participant, the annual fee is 0.49% regardless of the level of assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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