Rostad Capital Management offers investment advisory services through its advisory associates. These services include the SmartBeta Program, which provides monitoring, supervision, consolidated reporting, and periodic recommendations tailored to each client's goals. The firm manages accounts on a non-discretionary basis, requiring client approval before investing assets, but may manage accounts on a discretionary basis under certain circumstances.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for amounts over $2,000,000. A maximum Transaction Charge of $25 per transaction may be charged to the account for any purchases or sales in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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