Attlee Capital LLC provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Attlee Capital creates an Investment Policy Statement for each client, which outlines the client’s current situation. Attlee Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities, although Attlee Capital primarily recommends equities.
Assets Under Management$9.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...