Premium 72 Capital
Assets Under Management
$10.0M
Number of Clients
10
Number of Advisors
N/A
Average Client AUM
$1.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
The Firm offers discretionary and non-discretionary portfolio management services to individuals and small businesses. Investment strategies vary by IAR, with flexibility in implementation subject to supervision. The firm does not manage or participate in any wrap fee programs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.99% |
| $500K - $1.0M | 2.50% |
| $1.0M - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable, especially for accounts greater than $2,500,000.
Fee Estimator
The firm charges a negotiated annual fee based on a percentage of assets under management. Fees are negotiable based on various factors, and clients may pay more or less than the standard fee schedule. The fee schedule is as follows: Up to $500,000: 2.99%, $500,001 to $1,000,000: 2.50%, $1,000,001 to $1,500,000: 2.00%, $1,500,001 to $2,500,000: 1.50%, Greater than $2,500,000: Negotiated. The firm does not impose a minimum portfolio size or minimum annual fee.
Areas of Practice
Location
TX, United States