Unclipped Capital provides discretionary investment management and standalone financial planning services to individuals. The firm offers two main portfolio management approaches: a passive index strategy using low-cost exchange-traded funds, and an active strategy that incorporates technical analysis and more frequent trading. For aggressive clients, Unclipped Capital also offers a concentrated growth strategy and spot cryptocurrency exchange-traded products. In addition to portfolio management, Unclipped Capital offers standalone financial planning on an hourly or fixed-fee basis, covering topics such as budget building and retirement projections. Unclipped Capital is owned and operated by Adam Bainbridge Jeffries.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Unclipped Capital offers two portfolio approaches: a passive approach at 0.10% per year ($300 minimum) and an active approach at 1.00% per year ($1,000 minimum). Fees are negotiable.