Wide Eye Capital offers investment management and financial planning services, either separately or combined as wealth management. Investment management includes traditional and alternative assets. Financial planning covers goal setting, cash flow, retirement, and estate planning. Other consulting services are offered on a case-by-case basis. Wide Eye Capital manages investments with the goal of providing long-term investment solutions.
Assets Under Management$11M
Clients28
Advisors1
Avg. per Client$390K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.49% |
Fees may be negotiable. Separate accounts under the same household, family and/or individual will be aggregated into one amount for assets under management to determine what advisory fee will be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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