5280 Capital is a registered investment advisor that provides personalized investment advice. They offer portfolio management where they make investment decisions for you, and financial consulting for specific advice. They tailor their advice to your financial situation, goals, and risk tolerance. They invest in various securities, including stocks, bonds, and ETFs. They also manage a pooled investment fund.
Assets Under Management$34M
Clients50
Advisors2
Avg. per Client$680K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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