Plackett Capital Management is a registered investment advisor founded in 2025 and based in Loda, Illinois, providing discretionary asset management services to individual and high-net-worth clients. Plackett Capital Management tailors investment portfolios based on each client's individual financial goals, time horizon, objectives, and risk tolerance. The investment approach utilizes quantitative analysis and covers strategies such as long-term purchases, short-term purchases, and options writing. Clients are able to place restrictions on investing in certain securities. Plackett Capital Management does not sponsor any wrap fee programs and requires no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, and account composition.