Melberth Capital provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Melberth Capital creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. Melberth Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, non -U.S. securities, venture capital funds and private placements, although Melberth Capital primarily recommends ETFs and equities.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.