10th Street Capital offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer financial planning services, including investment, retirement, college, and tax planning, on an hourly, fixed fee, or retainer basis. They primarily use passive investment management, investing in mutual funds, ETFs, and other securities.
Assets Under Management$8.1M
Clients20
Advisors1
Avg. per Client$400K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M - $7.5M | 0.50% |
| $7.5M+ | 0.25% |
Fees are negotiable. Cash or cash equivalents are assessed a flat fee of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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