Thielen Capital Corporation offers investment advice tailored to clients' needs. They provide portfolio management, where they create and monitor investment portfolios based on your risk tolerance and financial goals. They also offer financial planning services, ranging from broad financial planning to single-subject consultations. Thielen Capital requires discretionary authority to manage your account, but you can set restrictions in writing.
Assets Under Management$100M
Clients79
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees may be negotiable or a fixed, flat fee may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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