Cubetech Capital, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. Cubetech Capital also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Cubetech Capital may choose third-party investment advisors to manage client assets.
Assets Under Management$16M
Clients2
AdvisorsN/A
Avg. per Client$7.8M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.