Trout Capital Management is a registered investment advisor founded in 2026 and based in Jupiter, Florida, owned and operated by Jacob Levine. The firm offers ongoing portfolio management services, building customized investment strategies based on each client's specific goals, risk tolerance, time horizon, and liquidity needs. When managing portfolios, Trout Capital Management acts as a registered investment advisor legally required to act in your best interest, and typically has the authority to make trades without asking first. In addition to managing investments, the firm provides financial planning services covering cash flow, budgeting, retirement, education, risk management, and tax planning concepts. Trout Capital Management generally does not require a minimum account size to work with clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15M+ | 0.65% |
Fees are negotiable.