Inkwell Capital provides investment management services, buying and selling individual stocks, bonds, and mutual funds. Inkwell works with clients to determine an appropriate mix of stocks, bonds, and cash based on their needs and goals. Inkwell does not use complex strategies like options or market timing. They primarily serve individuals, institutions, corporations, and trusts.
Assets Under Management$110M
Clients50
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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