LDL Capital Management provides investment management services to wealthy individuals through separately managed accounts. LDL offers two investment strategies: Thematic, which uses ETFs to express broad market views, and Opportunity, which invests in individual companies. LDL manages client accounts on a discretionary basis and does not provide financial planning, tax advice, or estate planning services. The firm's sole business is investment management.
Assets Under Management$45M
Clients25
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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