Sanity Capital Management provides ongoing investment management for individuals, high net worth individuals, and family offices. Sanity's investment approach involves identifying undervalued and overvalued securities, using research from hedge fund managers and their own analysis. Sanity may also provide limited financial planning services to investment management clients.
Assets Under Management$12M
Clients14
Advisors1
Avg. per Client$870K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on account size, service requirements, and other factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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