Barth Capital acts as an investment advisor, legally required to act in your best interest. BarthCap uses various investment and trading strategies, primarily in bonds and stocks, along with closed-end funds, options, and exchange-traded funds, on both long and short positions. Managed accounts can be tailored to individual client needs. BarthCap aims for positive returns over the long term.
Assets Under Management$3.6M
Clients8
Advisors1
Avg. per Client$450K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the management fee, Barth Capital charges a performance-based fee of 10% of profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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