House Capital Advisors, LLC

Fee-Only (% of Portfolio)

House Capital Advisors provides investment management services to clients, offering advice on various asset classes like stocks, mutual funds, and ETFs. The firm tailors its services to each client's individual investment objectives, risk tolerance, and financial needs. House Capital Advisors generally manages client accounts with discretionary authority, meaning they make investment decisions without prior consultation, but may make exceptions upon client request.

Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$11M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

House Capital Advisors charges an annual fee based on the value of your portfolio, up to 2.0%. This fee is negotiable and depends on factors like the amount of assets managed and the services provided. Fees are typically billed monthly in arrears. You'll also incur transaction charges and brokerage fees from the broker-dealer.

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Location

1 Advisors at this firm