56 Capital Partners, Ltd
Assets Under Management
$101.3M
Number of Clients
256
Number of Advisors
2
Average Client AUM
$396K
AUM per Advisor
$50.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
56 Capital Partners provides investment management and financial planning services tailored to client needs. They offer advice on equities, alternative investments, mutual funds, ETFs, and fixed income. Financial planning includes reviewing financial positions and making recommendations. Pension consulting is also offered to employer plan sponsors.
Fee Structure
Investment management fees are charged annually, up to 2.0% of assets under management, billed quarterly in arrears. Financial planning fees range from $3,000 to $25,000 for initial plans or consultations. Ongoing financial planning services are offered on a fixed fee basis ($1,000 to $3,000 per year) or hourly ($100 to $500 per hour). Fees are negotiable.
Areas of Practice
Location
1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920