Coffeehouse Capital provides personalized investment management and financial planning services for individuals and high-net-worth clients. Coffeehouse Capital builds tailored investment portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. The firm also offers ongoing comprehensive financial planning, covering cash flow and debt management, college savings, retirement planning, tax strategies, risk management, and estate planning coordination. In addition, clients can engage Coffeehouse Capital for limited-scope or project-based financial planning. Investment management clients receive ongoing financial planning at no additional charge. Coffeehouse Capital operates as a registered investment advisor and acts legally in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.55% |
| $15M+ | 0.25% |
Fees are negotiable. Ongoing financial planning is included with investment management.
