Patels and Company Capital provides investment advice and portfolio management to individuals, families, trusts, and small businesses. Services include managing investments in public and private markets, and consulting on private equity, real estate, and asset allocation. Financial planning is also offered as a standalone service or integrated into other services. Stephen R. Patel, CFA, is the owner and chief investment officer.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Actual fee schedules may be higher or lower, subject to negotiation. In no case shall the annual fee exceed 2.00% of AUM. Clients with less than $1,000,000 in AUM are billed at the 1.00% tier above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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