Napatree Capital LLC
Assets Under Management
$260.0M
Number of Clients
186
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$130.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Napatree Capital provides wealth management services, including comprehensive financial planning and discretionary/non-discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create customized portfolio strategies using various securities. The firm's investment approach is primarily long-term focused.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.45% |
| $8M+ | 0.45% |
Fees negotiable over $8,000,000.
Fee Estimator
Napatree Capital's wealth management fees are based on a percentage of assets under management. Fees may vary based on the complexity of the client's circumstances or the inclusion of financial planning services and are negotiable at the advisor's discretion. Standalone financial planning services are offered on an hourly basis (up to $300/hour) or for a fixed fee based on the estimated hours. Retirement plan advisory services are also offered, with fees based on a percentage of assets under management.
Areas of Practice
Location
90 Beach Street, Westerly, RI, 02891