Tolland Capital, LLC offers discretionary investment management services to clients, focusing on long-term capital appreciation. They build portfolios of publicly traded long equities and/or long or covered short options, using fundamental analysis to identify undervalued securities. Tolland Capital does not tailor its strategy to individual client needs, except for employer-required restrictions. The firm requires a signed agreement before providing services.
Assets Under Management$1.8M
Clients14
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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