Requisite Capital provides wealth management services, including financial planning, consulting, asset allocation, and financial reporting, along with discretionary investment portfolio management. They work with individuals, high net worth individuals, trusts, estates, and charitable organizations. Requisite Capital also offers financial planning services, which may include preparing a financial plan or providing financial consultations based on the client's goals and objectives. They may also refer clients to other specialists like accountants or attorneys.
Fee Structure
Requisite Capital charges a combined fee for investment management and financial planning services, based on the value of your portfolio. This fee ranges from 0.35% to 1.00% annually, or an agreed-upon fixed fee. The specific fee depends on the complexity of the services, wealth planning needs, reporting requirements, the amount of assets managed, and the overall relationship with Requisite Capital. Fees are negotiable.