Retired Capital LLC is a registered investment advisor based in New York, New York, founded in April 2021 by Nikolaos Paloumbis. The firm provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Investment strategies involve charting analysis, fundamental analysis, quantitative analysis, and technical analysis, utilizing various instruments such as mutual funds, fixed income securities, real estate funds, exchange-traded funds, equities, annuities, commodities, venture capital funds, and private placements. Retired Capital operates with discretionary authority to execute trades without prior client permission for each transaction. The firm requires clients to maintain their accounts at Charles Schwab & Co., Inc. In addition to standard portfolio management, Retired Capital offers performance-based fee structures for qualified clients, combining a management fee with a fee based on capital appreciation.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Qualified clients may pay an annual fee of 2.00% along with a 10.00% performance fee based on capital appreciation.