Carapace Financial Advisors provides customized investment and hedging strategies to protect against market downturns while allowing upside participation. They work with institutional and accredited investors and individuals, tailoring strategies to meet their risk, return, and liquidity needs. Carapace offers discretionary portfolio management, where they make investment decisions without needing client approval for each transaction, subject to any written restrictions the client provides.
Fee Structure
Carapace Financial Advisors offers investment management for individual clients. The fees typically range from 0.40% to 2.00% of the assets they manage, charged quarterly in advance. The exact fee is negotiated per client, based on the complexity of the strategy and individual circumstances. A lower fee may be charged for a buy-and-hold strategy, while a higher fee may be charged for active trading or investments in options. For Washington State clients only, the management fee may range from 1.25% - 2.00%, which includes a solicitor's fee. Carapace may also charge a fixed fee of $500 per hour.