1015 Capital Partners provides investment management and financial planning services. Investment management is offered on a fee-only basis, with fees based on a percentage of the value of your portfolio. Financial planning is offered on a fixed-fee basis. 1015 Capital Partners may recommend other professionals, but clients are not obligated to use them. Clients are responsible for notifying 1015 Capital Partners of any changes to their financial situation or investment objectives. The firm typically requires a $3,000,000 minimum for investment management services.
Assets Under Management$110M
Clients12
Advisors2
Avg. per Client$9.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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