Contrast Capital Management, LLC

Fee-Only (% of Portfolio)

Contrast Capital Management offers investment advice and discretionary investment management to institutions, high net worth individuals, trusts, estates, businesses, pooled investment vehicles, and municipal entities. Contrast Capital constructs portfolios primarily of global equity securities, potentially using ETFs, fixed income, and options. They offer several investment strategies, including Diversified International Small Cap, International Equity Income, Global Opportunity, Unconstrained International Equity, and U.S. Equity. Contrast Capital also provides sub-advisory services to other registered investment advisors and retirement plan advisory services to plan sponsors.

Assets Under Management$57M
Clients20
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$28M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable. Clients investing in the Contrast Capital Fund will not pay investment advisory fees to Contrast Capital on those assets.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Contrast Capital Management, LLC | TrueAdvisor