Cultivar Capital provides investment management and financial planning services. Investment advice is tailored to each client's needs and objectives. Cultivar also manages the Cultivar ETF. Financial planning is offered as an integral part of its services, covering retirement, education, investment, tax, risk management, and estate planning. Cultivar also offers limited scope fiduciary services to retirement plans.
Assets Under Management$300M
Clients346
Advisors2
Avg. per Client$880K
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees may be negotiable. Cultivar also manages the Cultivar ETF, for which it receives a management fee of 0.87% of the fund's average daily net assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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