Phase Line Capital, based in Atlanta, offers investment advice tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management. Financial planning services are also available, either as part of investment management or as a standalone service. They advise on various investments, including stocks, bonds, and alternative investments.
Assets Under Management$45M
Clients103
Advisors3
Avg. per Client$440K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Phase Line Capital's annual fee for managing your investments ranges from 0.30% to 1.25% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is calculated monthly based on your account balance at the end of the billing period and is negotiable.
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