4-3-3 Capital LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. The firm creates an Investment Policy Statement for each client, outlining their financial situation. 4-3-3 Capital generally invests in equities and ETFs. The firm requires authority to make trades without asking for permission each time. 4-3-3 Capital seeks to allocate investment opportunities fairly among clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients may pay up to 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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