Exchange Street Capital manages investment portfolios and provides personalized financial planning and probate support for individuals and families. Exchange Street Capital builds customized portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, tailored to each client's specific goals and risk tolerance. In addition to investment management, Exchange Street Capital offers comprehensive financial planning covering retirement, budgeting, tax strategies, and rollover recommendations, as well as specialized executor and probate support services to help families navigate the estate settlement process. Exchange Street Capital operates as a registered investment advisor and acts as a fiduciary, legally required to put client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000. Financial planning is included at no additional cost for investment management clients.