Slow Capital, INC.
Assets Under Management
$809.9M
Number of Clients
96
Number of Advisors
2
Average Client AUM
$8.4M
AUM per Advisor
$404.9M
Compensation
Fee-Only (AUM)
About This Firm
Slow Capital, Inc. provides sub-advisory services to registered investment advisers, discretionary portfolio management services to institutional clients, and, in limited circumstances, to individuals by referral only. They also manage the Slow Capital Growth Fund (SLWGX). Investment advice is tailored to client needs and objectives.
Fee Structure
Fees for sub-advisory services are negotiable. Portfolio management fees for institutional clients range from 0.10% to 0.35% annually, depending on assets, complexity, and administration. Portfolio management fees for individuals will not exceed 1.00% annually and are negotiable. Fees are billed quarterly. Clients may incur additional fees, such as mutual fund expenses and brokerage fees. For clients invested in the SLWGX mutual fund, the management fee will be reduced to 0.50% on the client's assets allocated to the mutual fund.
Areas of Practice
Location
300B Drakes Landing Road, Suite 190, Greenbrae, CA, 94904