2201 Capital provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and evaluates current investments. 2201 Capital offers investment strategies utilizing mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, hedge funds, private equity funds, exchange-traded funds, commodities, non-United States securities, venture capital funds, and private placements. The firm operates with a legal obligation to act in your best interest when providing investment advice. Portfolio management fees are charged as a percentage of the value of the assets in your account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees are generally negotiable.