Sprout Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sprout Capital Management offers financial planning and consulting services, including cash flow, retirement, insurance, portfolio, education savings, and estate analysis. They also provide discretionary portfolio management services, tailoring investment advice to meet client needs and objectives. Sprout Capital Management uses rules-based, systematic investment models.

Assets Under Management$9.9M
Clients13
Advisors1
Avg. per Client$760K
Avg. per Advisor$9.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The fee is negotiable depending on the amount of assets under management, the complexity of client goals and objectives, and the scope of the services rendered.

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

1 Advisors at this firm