Sulzberger Capital Advisors manages investment portfolios for individuals, trusts, estates, and business entities. The firm builds customized investment strategies based on each client's specific financial holdings, risk tolerance, and goals, using a long-term buy-and-hold approach. Sulzberger Capital Advisors also provides clients with access to automated financial planning software at no extra charge to help align assets with retirement and capital needs. The firm primarily invests in exchange-listed securities, mutual funds, alternative investments, and bonds.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are negotiable on an individual account basis.