Strikeout Capital LLC

Fee-Only (% of Portfolio)

Strikeout Capital offers investment management services to clients through separately managed accounts. The firm invests in domestic and international stocks, bonds, and derivatives. While Strikeout Capital generally does not tailor its services, it will work with clients to accommodate investment restrictions. Strikeout Capital does not offer financial planning services.

Assets Under Management$850K
Clients9
Advisors1
Avg. per Client$94K
Avg. per Advisor$850K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.50%

Option B (1.5%) is only available to qualified clients and includes a performance allocation. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm