Terrafort Capital offers investment management and financial planning services tailored to individual client needs. For investment management, they advise on various asset classes and may use third-party model portfolios. Financial planning services help clients meet long-term financial goals. Terrafort Capital may also recommend co/sub-advisers and provides pension consulting services.
Assets Under Management$1.1K
Clients1
Advisors1
Avg. per Client$1.1K
Avg. per Advisor$1.1K
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable based on the size of the account, the complexity of investment strategy and types of holdings, and client type and experience (institutional versus retail). For alternative investments, the fee ranges from 1.00% to 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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