Critical Capital LLC manages investment portfolios and provides personalized financial planning and consulting services for individuals, high-net-worth clients, and businesses. Founded in 2020, Critical Capital offers both discretionary and non-discretionary portfolio management, tailoring investment strategies to each client's goals, time horizon, and risk tolerance. In addition to investment management, Critical Capital prepares full financial plans covering retirement, cash flow, risk management, tax reduction strategies, and estate preservation, as well as standalone consultations on specific topics. Critical Capital also provides retirement plan consulting services for qualified plans like 401(k)s.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable. For accounts over $1,100,000, an alternative performance-based fee of 0.5% plus 20% of performance above a benchmark is available.