Procapita Partners, LLC offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates personalized investment policy statements and handles asset allocation, asset selection, and regular portfolio monitoring with the authority to make trades on the client's behalf. Procapita Partners also offers financial planning covering areas such as retirement, taxes, insurance, college funding, and debt management. Additionally, the firm offers family office services through a division and may direct clients to third-party investment advisers or private funds when appropriate. Procapita Partners limits its investment advice primarily to fixed income securities, equities, real estate funds, insurance products including annuities, hedge funds, private equity funds, exchange-traded funds, and alternative investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are generally negotiable. Billed monthly in arrears based on average daily balance.