Menominee Capital

Fee-Only (% of Portfolio)Fixed/Hourly

Menominee Capital manages investment portfolios tailored to individual client needs. They offer financial planning services covering retirement, risk management, college savings, and more. Menominee Capital also offers the use of Third Party Managers, Outside Managers, or Sub-Advisors (TAMPs) for portfolio management services. Clients work with a planner to develop and implement their plan.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.15%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable. Menominee Capital also offers the use of Third Party Managers, Outside Managers, or Sub-Advisors (TAMPs) for portfolio management services. The fee schedule for this service is: - **$0 - $100,000** — 1.15% per year - **$100,001 - $500,000** — 1.00% per year - **$5,000,001 - $1,000,000** — 0.75% per year - **$1,000,000 and Above** — 0.65% per year These fees are negotiable and do not include the Outside Manager's fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm