Martorell Capital Partners provides investment management services to clients. The firm researches and analyzes investments, considering risk and reward. Investment allocations are made with the client’s objectives in mind, taking into account their time horizon, liquidity needs, and risk capacity. Martorell Capital Partners invests in stocks, bonds, and potentially options and shorting stock. The firm may use margin.
Assets Under Management$19M
Clients19
Advisors1
Avg. per Client$990K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The firm charges an annual management fee of 2% of assets under management and fees from profits from each account equal to 20% of the net appreciation of the investment of each account at the end of every quarter to qualified investors. The fee may be negotiable at Martorell Capital Partners’ discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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