Iapetus Capital provides ongoing investment advice and manages investment portfolios for clients based on their individual goals and risk tolerance. Iapetus Capital invests in equity stocks, fixed income securities, bonds, options, exchange traded funds, mutual funds, and cash equivalents. Iapetus Capital requires clients to have a minimum initial investment of $500,000, but this is negotiable.
Assets Under Management$81M
Clients21
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20M+ | 0.75% |
Advisory fees are negotiable and arrangements with any particular Client may differ from those described above. In addition, for family and friends of the Firm, the Firm may, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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