Stratton Capital offers investment management services to individuals, high net worth individuals, trusts, and estates, both in the United States and abroad. Stratton Capital creates customized investment solutions through personal contact and interaction, providing discretionary investment management. Stratton Capital works with each client to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using low-cost, diversified mutual funds and exchange traded funds. The firm's investment strategies are primarily long-term focused.
Fee Structure
Stratton Capital's investment management fees range from 0.01% to 1.50% annually, paid quarterly. The fee is based on the complexity of services, the amount of assets managed, and the overall relationship with the advisor. Fees may be negotiable. Some clients may have a performance-based fee structure with a fixed portion ranging from 0.01% to 0.5% annually, and a fee of 20% that surpasses predetermined hurdle or benchmark and high watermark provisions.