Alluvial Capital Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Alluvial creates an investment plan for each client and may use model portfolios. Alluvial generally limits its investment advice to equities, fixed income securities, ETFs, real estate funds, equity options and warrants, and non-U.S. securities, although Alluvial primarily recommends domestic equities.
Assets Under Management$110M
Clients50
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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