Capitolis Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Capitolis Advisors provides investment advice to separately managed accounts. The firm's services are provided on a discretionary basis, subject to client agreements. Capitolis may also perform administrative and advisory functions for the accounts and provide advisory services to other clients. The firm's advisory services fulfill specific investment mandates as disclosed in client agreements.

Assets Under Management$100M
Clients4
AdvisorsN/A
Avg. per Client$25M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Capitolis Advisors receives a management fee from clients based on a fixed fee, billed monthly in arrears.

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Capitolis Advisors LLC | TrueAdvisor