Assets Under Management
$260.0M
Number of Clients
186
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$130.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Napatree Capital offers wealth management services including financial planning and discretionary/non-discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create customized portfolio strategies using various securities. They also offer standalone financial planning services on an hourly or fixed-fee basis.
| Assets Under Management | 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 negotiable over $8,000,000
90 Beach Street, Westerly, RI, 02891