2nd Half Capital (2HC) provides investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. 2HC offers ongoing asset management based on client goals and risk tolerance. Financial planning covers financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. 2HC also provides services to qualified retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) investment manager. 2HC may recommend third-party managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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