1316 Capital provides ongoing investment management where they make the investment decisions for you. They also offer financial planning as part of the investment management service. They work with individuals, families, and businesses, tailoring their services to each client's needs. As a registered investment advisor, 1316 Capital is legally required to act in your best interest.
Assets Under Management$2
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable with family members, certain legacy clients, and friends of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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