Tetelestai Capital, LLC offers separately managed accounts, financial planning, and financial consulting services to individuals and institutions. Tetelestai Capital invests based on fundamental macro research. The firm aims to produce uncorrelated excess returns for investors and donates a portion of annual proceeds to select charities each year. Portfolios are tailored to meet client needs, considering investment objectives, goals, current portfolio allocations, and risk tolerance.
Assets Under Management$700K
Clients12
Advisors1
Avg. per Client$59K
Avg. per Advisor$700K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$480
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $700K | 1.55% |
| $700K - $1.0M | 1.25% |
| $1M+ | 1.10% |
Minimum fee of $40 per month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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