Total Return Capital provides ongoing investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your specific situation. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Total Return Capital requests authority to make trades without asking you first.
Assets Under Management$9.7M
Clients14
Advisors1
Avg. per Client$690K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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