Sulzberger Capital Advisors, INC.

Fee-Only (% of Portfolio)

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.

Assets Under Management$120M
Clients93
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$59M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.90%
$5M+0.85%

Fees are negotiable on an individual account basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm