Considerate Capital manages investments for individuals, high net worth individuals, family offices, and other entities. The firm offers outsourced chief investment officer services, investment advice, research, consulting, and portfolio management. Considerate Capital uses an intrinsic value-oriented investment philosophy, primarily investing in publicly traded equity, exchange traded funds, and fixed income securities. Investments are generally made with a long-term time horizon.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated or modified due to a client’s special circumstances, such as asset levels, service requirements or other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...