3rd Street Capital Management, founded in 2012, offers investment advice and manages client portfolios. While specializing in bonds, 3rd Street provides a range of investment options including stocks, mutual funds, and exchange-traded funds. They tailor advice to individual client needs, gathering information through a client questionnaire. 3rd Street may also use sub-advisors, but clients do not pay additional fees for this.
Assets Under Management$52M
Clients78
Advisors1
Avg. per Client$660K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
3rd Street Capital Management charges a percentage of the value of your account, deducted monthly. The fee varies depending on the investment strategy and the amount you invest. Different strategies have different minimum investment amounts. For investments greater than $6,000,000, the rate is negotiable.
- Equity Mid-Cap Value:
- Less than $1,500,000: 1.25%
- Greater than $1,500,000: 1.25% on the first $1,500,000, then 1% on the next $1,500,000
- Greater than $3,000,000: 1.25% on the first $1,500,000, 1% on the next $1,500,000, then 0.75% on anything over $3,000,000. Minimum investment is $25,000.
- Aggressive Balanced:
- Less than $1,500,000: 1.25%
- Greater than $1,500,000: 1.25% on the first $1,500,000, then 1% on the next $1,500,000
- Greater than $3,000,000: 1.25% on the first $1,500,000, 1% on the next $1,500,000, then 0.75% on anything over $3,000,000. Minimum investment is $500,000.
- Conservative Balanced:
- Less than $1,500,000: 1%
- Greater than $1,500,000: 1% on the first $1,500,000, then 0.875% on the next $1,500,000
- Greater than $3,000,000: 1% on the first $1,500,000, 0.875% on the next $1,500,000, then 0.75% on anything over $3,000,000. Minimum investment is $500,000.
- Core Plus Fixed Income:
- Less than $1,500,000: 1%
- Greater than $1,500,000: 1% on the first $1,500,000, then 0.875% on the next $1,500,000
- Greater than $3,000,000: 1% on the first $1,500,000, 0.875% on the next $1,500,000, then 0.70% on anything over $3,000,000. Minimum investment is $500,000.
- Core Fixed Investment Grade Income:
- Less than $1,500,000: 1%
- Greater than $1,500,000: 1% on the first $1,500,000, then 0.875% on the next $1,500,000
- Greater than $3,000,000: 1% on the first $1,500,000, 0.875% on the next $1,500,000, then 0.70% on anything over $3,000,000. Minimum investment is $500,000.
- AAA Only Fixed Income:
- Less than $1,500,000: 1%
- Greater than $1,500,000: 1% on the first $1,500,000, then 0.875% on the next $1,500,000
- Greater than $3,000,000: 1% on the first $1,500,000, 0.875% on the next $1,500,000, then 0.70% on anything over $3,000,000. Minimum investment is $500,000.
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