2K Capital provides investment management services to individuals, high net worth individuals, pension plans, profit sharing plans, trusts, estates, and charitable organizations. 2K Capital works with clients to identify their financial situation, investment objectives, and risk tolerance to create a portfolio strategy. The firm constructs a diversified investment portfolio to achieve the client’s investment goals.
Assets Under Management$5.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Client accounts below $200,000 are subject to a flat fee of $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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