Limber Capital provides investment management services to individuals, focusing on undervalued investments. They invest in equity and fixed-income securities, as well as ETFs, but not mutual funds, commodities, or margin trading. Limber Capital discusses investment objectives, timelines, and risk tolerance with each client to tailor their investment approach. Communication occurs at least annually, or more frequently upon request.
Assets Under Management$10M
Clients10
Advisors1
Avg. per Client$1M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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