Premium 72 Capital, LLC (doing business as The Firm) is an independent registered investment advisor based in Houston, Texas, offering portfolio management services to individual retail clients and small businesses. Founded in 2016, the firm manages investment portfolios using various strategies and methods determined by individual investment advisory representatives, including charting, fundamental analysis, technical analysis, volatility, and cyclical analysis. Premium 72 Capital accommodates client investment restrictions based on personal values or beliefs, provided they are submitted in writing. The firm does not manage wrap fee programs, participate in initial public offerings, or execute principal or cross trades. Client assets are held by qualified independent custodians, primarily Interactive Brokers, and the firm utilizes standing letters of authorization and direct fee debiting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.99% |
| $500K - $1.0M | 2.50% |
| $1.0M - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are fully negotiable. The maximum fee charged by the firm is 2.99%. Rates for amounts greater than $2,500,000 are subject to individual negotiation.