Total Return Capital manages investment portfolios and creates personalized financial plans based on each client's specific goals, time horizon, and risk tolerance. Total Return Capital uses charting analysis, fundamental analysis, technical analysis, and cyclical analysis to build diversified portfolios consisting of mutual funds, equities, bonds, fixed income, exchange-traded funds, hedge funds, real estate investment trusts, insurance products, government securities, and private placements. Total Return Capital is managed by Paul Mianulli, who also operates an accounting and tax practice and provides insurance and financial planning services. Total Return Capital serves individuals, family offices, trusts, estates, and small businesses.
Fee Structure
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.