Incline Capital Management provides investment management services, where they make investment decisions for clients without needing to consult them before each trade. They create portfolios tailored to each client's needs, considering factors like age, savings, and financial goals. The firm primarily invests in stocks, bonds, mutual funds, and exchange-traded funds. Incline Capital Management no longer provides one-time portfolio reviews.
Assets Under Management$16M
Clients12
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.25% |
| $600K+ | 1.00% |
Fees are negotiable for clients with at least $2 million under management and can be as low as 1% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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