Meranti Capital Partners, Inc. offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a portfolio that matches the client's specific situation. Meranti Capital Partners also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$860K
Clients20
Advisors1
Avg. per Client$43K
Avg. per Advisor$860K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
For qualified clients, they also offer a performance-based fee structure of 2.00% of the value of your portfolio plus 10% of capital appreciation. These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...