Calm River Capital LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a portfolio that matches each client's specific situation. Calm River Capital also provides consulting services, advising clients on trades/investments, but without discretionary control over the accounts. They primarily recommend equities and ETFs, focusing on a covered call option strategy.
Assets Under Management$10M
Clients21
Advisors3
Avg. per Client$490K
Avg. per Advisor$3.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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