Talanton Capital Management creates and manages investment portfolios for clients using an opportunistic global value investing strategy. This strategy is designed for patient, long-term investors who are comfortable with above-average risk. The firm begins with a client interview to determine if their investment approach is a good fit. Client portfolios may differ slightly based on account types, timing of transactions, tax considerations, and suitability.
Assets Under Management$27M
Clients37
Advisors1
Avg. per Client$720K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Clients can choose between a traditional asset-based fee of 1.50% or one of three performance-based fee options. Performance fees are charged in accordance with CCR Section 260.234.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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