Stylus Capital LLC

Fee-Only (% of Portfolio)

Stylus Capital LLC manages investment portfolios for individuals, high net worth individuals, and select business entities. Stylus Capital uses a systematic, quantitative approach to investment management, primarily investing in equities, options, and futures across global markets. Clients can place reasonable restrictions on investments in certain securities.

Assets Under Management$72M
Clients64
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Stylus Capital charges a fee based on a percentage of the value of your portfolio. The specific fee is negotiated with each client. Fees are deducted directly from your brokerage account each month.

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