9D Capital is a registered investment advisor based in New York City that provides personalized portfolio management, financial planning, family office administration, and business consulting services. The firm designs custom portfolios based on each client's individual needs, risk tolerance, and goals, utilizing a wide range of investments including stocks, bonds, mutual funds, exchange-traded funds, and digital assets. 9D Capital operates as a legally required fiduciary, meaning they must put client interests first. In addition to standard investment management, the firm offers fixed-fee financial planning and consulting, as well as an optional performance-based fee structure for qualified clients with higher net worth or investment amounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and depend on client circumstances, up to a maximum of 2.00% annually. Eligible clients may also elect a performance-based fee of 20% of capital appreciation above a high-water mark.