724 Capital provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. 724 Capital builds personalized investment portfolios using mutual funds, fixed income securities, exchange-traded funds, and private placements. The firm evaluates clients' financial situations to construct customized investment strategies and monitors portfolios on an ongoing basis. Additionally, 724 Capital offers retirement plan consulting for employee benefit plans and can select third-party registered investment advisors to manage client assets. 724 Capital works with individuals, high-net-worth individuals, and corporate entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Pension consulting services are charged at 1.50% annually.