Ellevity Capital's fees vary depending on the client type and strategy. For non-qualified clients (SMAs), the fee is 2.88% per annum, paid quarterly. For the Defensive strategy, the fee is 0.72% per annum, paid quarterly. For qualified clients (SMAs), the fee consists of a 2% per annum base fee, paid quarterly, and a performance fee of 20% of annual gains above a 5% hurdle rate, paid annually. Ellevity Capital may negotiate fees for selected clients based on account size or other factors. There is an account household minimum of $1,000,000, which may be waived at the firm's discretion.
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Learn about disclosures →Julia owns Veraison Wine Bar since 2020, where she is responsible for hiring and supervising staff, and ordering wine. She dedicates about a quarter of her time to this business.