Slow Capital, INC.

Fee-Only (% of Portfolio)

Slow Capital manages investment portfolios and provides discretionary portfolio management and investment advice. While Slow Capital primarily serves institutional clients and other registered investment advisors on a sub-advisory basis, the firm also offers portfolio management services to select individuals by referral only. Slow Capital tailors its investment strategies to each client's specific financial situation, risk tolerance, and objectives, primarily focusing on individual stocks while also utilizing mutual funds and exchange-traded funds. Additionally, Slow Capital manages a registered mutual fund, the Slow Capital Growth Fund. The firm operates on a discretionary basis, meaning it has the authority to buy and sell securities for client accounts without prior approval for each trade.

Assets Under Management$950M
Clients100
Advisors2
Avg. per Client$9.5M
Avg. per Advisor$480M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00% for individuals. Fees are negotiable based on client circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Slow Capital, INC. - Fees, AUM & Advisors | TrueAdvisor