Wealhouse Capital provides investment advice to high net worth individuals and charitable organizations. Wealhouse employs various investment strategies, including long and short positions in securities and limited use of leverage. Wealhouse modifies its primary investment strategy to meet the goals specified by the Managed Accounts, in an effort to accommodate the particular investment objectives and accompanying requested restrictions.
Assets Under Management$1.6B
Clients10
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition, Wealhouse may charge an annual performance fee. Fees are generally not negotiable, although there may be different or negotiated fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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