Crito Capital offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Crito Capital primarily recommends equities, but may also use hedge funds, private equity funds, ETFs, non-U.S. securities and private placements. Crito Capital may direct clients to third-party investment advisors and will be compensated via a fee share from the advisors.
Assets Under ManagementN/A
Clients1
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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