Weatherhelm Capital Management, LLC provides personalized portfolio management, alternative asset consulting, and general financial consulting services. The firm designs customized investment strategies utilizing individual stocks, bonds, Exchange-Traded Funds, and options, with a strong focus on cash flow and managing downside risk. Weatherhelm Capital Management, LLC operates on a fee-only basis, meaning they do not earn commissions from selling financial products, and acts in the client's best interest. The firm tailors its approach to each client's specific financial situation, risk tolerance, and time horizon through an initial discovery meeting and ongoing portfolio reviews. Weatherhelm Capital Management, LLC also offers optional performance-based fee structures for qualified clients seeking higher-risk, aggressive trading strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.72% |
Fees are negotiable within each tier on a client-by-client basis. Alternative asset consulting is a separate fixed fee up to $2,000 annually. Optional performance-based fee of up to 20% of trading profits available for qualified clients with a minimum of $500,000.