Picea Capital LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Picea creates an Investment Policy Statement for each client, outlining their current financial situation. Picea generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, commodities and non-U.S. securities. Picea requires authority to make trades without asking first.
Assets Under Management$170M
Clients14
AdvisorsN/A
Avg. per Client$12M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances, among others.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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