Resolute Capital offers ongoing investment advisory services, creating customized strategies based on each client's individual goals, risk tolerance, and financial situation. Resolute Capital constructs an investment policy statement for each client to aid in the selection of a portfolio that matches their specific situation. Resolute Capital's investments include equities, bonds, mutual funds, and ETFs.
Assets Under Management$21M
Clients15
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Resolute Capital charges a percentage of your portfolio each year, and the rate drops as you invest more. These fees are negotiable depending on the client's needs and complexity of the situation.
For discretionary accounts:
- $250,000 to $2,000,000 — 1.00% per year
- $2,000,001 to $5,000,000 — 0.75% per year
- $5,000,001 to $10,000,000 — 0.50% per year
- Above $10,000,000 — negotiable
For non-discretionary accounts:
- $250,000 to $5,000,000 — 1.00% per year
- $5,000,001 to $10,000,000 — 0.75% per year
- $10,000,001 to $20,000,000 — 0.50% per year
- Above $20,000,000 — negotiable
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