9I Capital Group provides investment advice and financial planning to individuals, high-net-worth individuals, and businesses. Services include portfolio management tailored to client goals, financial planning covering investments, insurance, taxes, retirement, and education, and pension consulting for businesses. 9I Capital Group offers both discretionary and non-discretionary investment advisory services.
Assets Under Management$52M
Clients94
Advisors3
Avg. per Client$550K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. Clients can combine multiple households to receive breakpoints on their portfolios and a lower tiered schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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