3Sisters Sustainable Management is a registered investment advisor providing investment management services to individuals, pooled investment vehicles, and charitable organizations. They focus on socially responsible investments in sustainable enterprises, tailoring portfolios to client goals and risk tolerance. They also manage two pooled investment vehicles: Scarab Funds, LLC and SHIP Compensation Fund, LLC.
Assets Under Management$110M
Clients23
Advisors3
Avg. per Client$4.8M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Total client fees will not exceed 3% of assets under management when a third-party investment adviser is used. Special advisory services may charge up to 2.00% of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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