Retired Capital LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$6.9M
Clients117
Advisors1
Avg. per Client$59K
Avg. per Advisor$6.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Qualified clients may pay an annual fee of 2.00% along with a 10.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

1 Advisors at this firm