Rail-Splitter Capital Management LLC

Fee-Only (% of Portfolio)

Rail-Splitter Capital Management LLC provides customized investment management services primarily to high net worth individuals, families, trusts, and estates. Rail-Splitter Capital Management builds portfolios using individual stocks, exchange-traded funds, individual bonds, and independent managers, applying a fundamental analysis and long-term investment strategy. The firm operates as a registered investment advisor and acts in a fiduciary capacity, meaning they are legally required to act in your best interest. Rail-Splitter Capital Management offers both discretionary authority to make trades without asking first and non-discretionary investment management services. The firm operates a wrap fee program, which bundles trading costs and administrative fees into a single investment management fee.

Assets Under Management$480M
Clients34
Advisors3
Avg. per Client$14M
Avg. per Advisor$160M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Investment advisory fees range from 0.40% to 2.00% annually depending on scope, complexity, asset level, and relationship. Fees are negotiable at the sole discretion of the firm. Total blended fee including independent managers will not exceed 3.00% annually.

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

3 Advisors at this firm