9D Capital LLC offers personalized investment management services based on individual client needs, goals, risk tolerance, and investment objectives. They develop an Investment Policy Statement for each client and manage a portfolio based on that policy. The firm also offers financial planning and consulting services, including financial checkups, retirement planning, estate planning, and insurance planning. 9D Capital primarily allocates investment management assets among various investment management programs offered through SEI Investments Company (SEI”), and various independent investment managers on a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable and may vary from the schedule above to reflect circumstances that may apply to a specific client or account.