Bancaribe Capital provides investment advice to high net worth individuals, trusts, family offices, and institutions. They offer both discretionary and non-discretionary investment advisory services. For non-discretionary clients, Bancaribe Capital provides research, advice, and recommendations, but the client makes the final decision. For discretionary clients, Bancaribe Capital manages the investments based on the client's investment profile and objectives.
Assets Under Management$120M
Clients85
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10mm. Client relationship may be established and exist where the fees are higher or lower than the Fee Schedule provide above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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