S2 Capital Management is a registered investment advisor that provides investment management, financial planning, and consulting services to high-net-worth individuals, families, and businesses. S2 Capital Management structures its services across three distinct tiers: Foundation (investment management only), Advisory (includes financial planning and tax integration), and Private Wealth (comprehensive wealth management with quarterly meetings and advanced planning). Portfolios are built using a goals-based approach primarily utilizing exchange-traded funds, individual securities, options, and alternative investments when appropriate. S2 Capital Management operates on a fee basis, charging either a percentage of the value of your portfolio or fixed fees for specific projects, and does not charge performance-based fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Annual fees vary by service tier: 0.35% for Foundation, 0.50% for Advisory, and 0.70% for Private Wealth. Fees may be negotiated at S2 Capital Management's discretion.