StreetWise Capital provides investment advisory services, including portfolio management, and financial planning to firms and high-net-worth individuals. They offer both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. For qualified clients, StreetWise aims to achieve absolute returns under all market conditions using sophisticated strategies.
Assets Under Management$650K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$650K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. Qualified clients also pay a performance fee of 20% of capital gains each quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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