Finch Capital Management manages investment portfolios for individuals, high-net-worth individuals, and other investment advisory firms. Finch Capital's services include ongoing supervision of custodial accounts, investing in stocks, bonds, mutual funds, exchange-traded funds (ETFs), and publicly traded Real Estate Investment Trusts (REITs). Recommendations are tailored to each client's financial situation and risk tolerance.
Assets Under Management$59M
Clients25
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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