Symplectic Capital LLC

Fee-Only (% of Portfolio)

Symplectic Capital, LLC offers investment management services to qualified clients, using its own mathematical and statistical models to make predictions about future price changes of publicly-traded equity securities and exchange-traded funds (ETFs). The firm's advice is limited to these types of investments and its proprietary trading strategies. Symplectic Capital does not offer fundamental, technical, or chart analysis, nor insurance, estate, retirement, or tax planning.

Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M

Fee Structure

Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

The firm offers two fee schedules: 1) 1.25% management fee or 2) 0.50% management fee plus 15% performance fee. The schedule extracted is for the 1.25% management fee only.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Symplectic Capital LLC | TrueAdvisor