3G Capital LLC focuses on financial planning, investment advice, and portfolio management for individual investors, high-net-worth clients, and pooled investment vehicles. The firm creates financial plans based on clients' goals and recommends an asset allocation of equity securities and exchange-traded funds. 3G Capital LLC engages in active portfolio management focused on value-based investing within the public equity markets.
Assets Under Management$4.7M
Clients12
Advisors1
Avg. per Client$390K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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