Grassland Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Grassland Capital offers financial consulting services covering cash flow, retirement, investments, estate, college funding, business succession, and tax planning. They also provide portfolio management services, both discretionary and non-discretionary, tailored to individual client needs. Grassland Capital also manages the Grassland Asymmetric Opportunity Fund, LP. Performance-based fees are available for qualified clients.

Assets Under Management$3.4M
Clients2
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$1.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees are negotiable. Performance fees are available for qualified clients.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Grassland Capital, LLC | TrueAdvisor