Watership Private Capital Management provides financial planning and investment management services. Financial planning covers topics like net worth, cash flow, tax, insurance, retirement projections, and 401k reviews. Investment management involves creating and managing portfolios based on your goals and risk tolerance, using model portfolios from Altruist's marketplace. They also offer retirement plan consulting services.
Assets Under Management$1.4M
Clients3
Advisors1
Avg. per Client$470K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual management fee is 1.50% and may be negotiable depending on the size of the account and services provided. A platform fee ranging from 0% to 1.00% will be charged by Altruist.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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