Accrescent Capital Management provides personalized investment management services primarily to individuals and high-net-worth clients. Led by sole principal Natalie Mueller, Accrescent Capital Management invests client portfolios across a broad mix of assets, including domestic and foreign equities, fixed income bonds, exchange-traded funds, options, and futures. The firm uses various strategies—such as long-term buy-and-hold, growth and value investing, hedging, short selling, and moderate leverage—tailored to meet individual client goals and investment restrictions. Accrescent Capital Management operates on a discretionary basis, meaning the firm makes trades on your behalf without needing prior approval for every transaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are payable quarterly in advance at 0.375% per quarter (1.5% annually) and are negotiable in the sole discretion of Accrescent Capital Management.