Loom Capital Management provides investment advice to high net worth individuals, trusts, corporations, and private funds. Loom's services include developing a strategic asset allocation, conducting due diligence on investment managers, selecting managers, and monitoring investments. Loom invests in alternative assets, fixed income, equity, and index futures. The firm's investment advice may be tailored to individual client needs.
Assets Under Management$510M
Clients26
AdvisorsN/A
Avg. per Client$19M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be higher or lower for certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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