Stratton Capital Investment Advisory LLC is a registered investment advisor located in Vermont, managing portfolios primarily for individuals, high net worth individuals, trusts, and estates, with many clients located abroad. Stratton Capital acts as a fiduciary, focusing on fundamental analysis to construct long-term investment portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and options. Clients can set reasonable investment restrictions, and portfolios are monitored continuously by the firm. Stratton Capital does not participate in wrap fee programs and uses Charles Schwab & Co., Inc. as a qualified custodian for client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees range from 0.01% to 1.50% based on asset level, complexity, and overall relationship. Fees are negotiable at the firm's discretion. Accredited clients may alternatively be subject to performance-based fees.