Cultivar Capital is a registered investment advisor based in Denton, Texas, that offers personal portfolio management and ongoing financial planning services. The firm builds diversified investment portfolios using a mix of mutual funds, exchange-traded funds, and individual stocks tailored to each client's specific risk tolerance and goals. Cultivar Capital also provides advice on concentrated stock positions, retirement planning, tax considerations, and estate planning as an integral part of its wealth management services. Additionally, the firm manages an exchange-traded fund called the Cultivar ETF.
Fee Structure
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 are blended and billed quarterly in advance. Fees may be negotiable based on account size, referral potential, and relationship costs. Related accounts may be grouped together for householding.