Capital Risk Management provides investment advisory and consulting services to institutional investors and high-net-worth individuals. Services include financial planning, investment advisory (investment policy, asset allocation, portfolio management, manager evaluation, alternative assets, risk management), consulting, and educational seminars. Capital Risk provides non-discretionary investment advice, meaning clients make the final decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | Included |
Fees are negotiable for assets over $100,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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