Larch Capital Partners is a registered investment advisor based in Miami, Florida, offering ongoing portfolio management and investment supervisory services tailored to each client's individual goals, time horizon, and risk tolerance. Larch Capital Partners builds customized asset allocation strategies across a broad range of domestic and international securities, including equities, bonds, options, futures, and private investment funds. The firm generally requires a minimum of $5,000,000 in investable assets, though smaller accounts may be accepted at the firm's discretion. Larch Capital Partners manages assets on both a discretionary basis, where the firm makes trades on the client's behalf, and a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and the complexity of the situation. Non-discretionary account fees are discussed individually.