Svane Capital offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Svane Capital creates an Investment Policy Statement for each client. Svane Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. Svane Capital does not participate in wrap fee programs.
Assets Under Management$21M
Clients36
Advisors1
Avg. per Client$580K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K+ | 0.49% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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