Servatus Capital offers financial planning advice on investments, portfolio construction, cash flow, retirement, and estate and tax planning. The firm also manages investment accounts. Servatus Capital's approach involves fundamental, technical, and cyclical analysis. The firm's goal is to generate risk-adjusted returns for clients.
Assets Under Management$110M
Clients25
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fee schedule is for Total Wealth Management Portfolio. Tactical Opportunity Management Portfolio has a different fee schedule: First $1,000,000: 0.95%; Next $9,000,000: 0.90%; Next $10,000,000: 0.80%; Next $10,000,000: 0.70%; Next $10,000,000: 0.60%; Above $40,000,000: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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