Twenty Fifty Capital, LLC offers financial planning services covering retirement, risk management, education savings, cash flow, debt management, work benefits, and estate planning. They also provide ongoing investment management services tailored to individual client goals, objectives, time horizon, and risk tolerance. Investment advice is generally limited to mutual funds, fixed income securities, equities, ETFs, and other securities.
Assets Under Management$34M
Clients97
Advisors1
Avg. per Client$350K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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