Melberth Capital

Fee-Only (% of Portfolio)

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.

Assets Under Management$15M
Clients48
Advisors1
Avg. per Client$310K
Avg. per Advisor$15M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Melberth Capital | TrueAdvisor