1N Capital provides investment consulting and investment management services. They manage client portfolios, allocating assets among exchange-traded funds (ETFs), individual stocks, private securities, and independent investment managers. 1N Capital tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients can impose reasonable restrictions on their accounts. The firm also offers investment consulting services, including advice about asset allocation and restricted securities.
Fee Structure
1N Capital's investment management fee is based on the amount of your portfolio and ranges from 0.50% to 1.25% per year. The specific fee is agreed upon in your advisory agreement. The fee is calculated quarterly, in advance, based on the average daily account balance. There is a $10,000 minimum annual fee. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.