Isthmus Partners offers investment management and financial planning services. For individual clients, Isthmus Partners provides advice and manages investments based on the client's goals and risk tolerance. The firm offers different investment strategies, including large-cap, small-mid cap, and small-cap equity portfolios. Isthmus Partners also offers financial planning services, which may include retirement planning, insurance planning, and general family office and business consulting.
Assets Under Management$1.4B
Clients381
Advisors8
Avg. per Client$3.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$2M
Isthmus Partners offers investment management for institutional clients. The annual fee is a percentage of the assets managed and varies depending on the size of the portfolio and the investment strategy chosen:
- Large Cap Core Equity:
- First $5 million: 0.75%
- Next $15 million: 0.60%
- Next $30 million: 0.55%
- Over $50 million: 0.45%
- Small-Mid Cap Core Equity:
- First $5 million: 0.85%
- Next $15 million: 0.70%
- Next $30 million: 0.60%
- Over $50 million: 0.50%
- Small Cap Core Equity:
- First $5 million: 0.90%
- Next $15 million: 0.75%
- Next $30 million: 0.65%
- Over $50 million: 0.50%
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