Toups Capital Adv provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. The firm creates an Investment Policy Statement for each client, outlining their current financial situation and constructing a plan to select a suitable portfolio. Toups Capital Adv generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and venture capital funds.
Assets Under Management$22M
Clients11
Advisors1
Avg. per Client$2M
Avg. per Advisor$22M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K - $250K | 0.70% |
| $250K - $350K | 0.65% |
| $350K - $500K | 0.60% |
| $500K+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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