Napatree Capital offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Napatree Capital creates customized investment strategies based on client goals, risk tolerance, and financial situations, using a mix of individual stocks, bonds, ETFs, mutual funds, and covered options. Financial planning services are offered as part of wealth management or as a separate agreement.
Assets Under Management$260M
Clients186
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.45% |
| $8M+ | 0.45% |
Fees may be negotiable for accounts over $8,000,000. There are also different fee schedules for Agent for Independent Trustee and Non-Profit Organization accounts, as well as Short-Term Fixed Income Portfolios.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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