Albatrox Capital provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client, outlining their financial situation. Albatrox Capital generally limits its investment advice to stocks, ETFs, real estate, fixed income securities, and private placements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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