Phase Two Capital (PTC) offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. PTC creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. PTC requests authority to make trades without asking first. PTC seeks to make investment decisions in clients' best interests and allocate investment opportunities fairly.
Assets Under Management$26M
Clients9
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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