Plutus21 Capital Management offers investment management services through separately managed accounts. The firm creates portfolios consisting of digital assets, stocks, bonds, exchange traded funds, options, mutual funds, and other public and private securities. Investment strategies are tailored to each client's needs and may include some or all of these assets. Plutus21 Capital Management monitors accounts regularly and rebalances portfolios as needed to meet client goals and risk tolerance. Clients can place reasonable restrictions on the types of investments held in their portfolios.
Fee Structure
Plutus21 Capital Management charges a fee based on a percentage of the assets managed. The management fee is no higher than 2.75% annually. Some clients may pay different management fees depending on the specific portfolio, services provided, the size of the relationship, and specific agreement terms. For qualified clients, performance-based fees may also apply if returns exceed a predefined benchmark or hurdle rate.