Grass Capital, located in Houston, Texas, offers investment management and financial planning services. Grass Capital provides portfolio management tailored to individual goals and risk tolerance, using stocks, bonds, mutual funds, and ETFs. They also offer financial planning services covering investment, retirement, education, and business/personal financial planning. Grass Capital manages a private fund, Grass Capital Partners LP, using long-short equity strategies.
Assets Under Management$9.5M
Clients20
Advisors1
Avg. per Client$480K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee. A performance-based fee of 20% of new profits is charged for some accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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