Meeting House Capital offers investment and financial services to individuals, high net worth individuals, trusts, and estates. They create tailored investment strategies based on client goals, risk tolerance, and financial situations. Meeting House Capital constructs portfolios primarily using individual stocks, but may also use mutual funds, ETFs, bonds, and REITs. Financial planning is included as part of the overall advisory engagement, not as a standalone service.
Assets Under Management$30M
Clients12
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...