Msr Capital Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

MSR Capital Partners provides investment advice and consulting services. MSR acts as a sub-advisor to funds managed by its affiliate, LGT Capital Partners (Ireland) Limited, focusing on private equity and credit investments. MSR also provides consulting services, including foreign bond order support, research, and investment policy advice, to affiliated group insurance companies.

Assets Under Management$4.6B
Clients10
AdvisorsN/A
Avg. per Client$460M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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