Commons Capital provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, and estates. For investment management, Commons Capital creates customized portfolios using individual stocks and bonds, exchange-traded funds, limited partnerships, and real estate investment trusts. Financial planning services cover investment, retirement, education, estate, philanthropic giving, and insurance needs. Clients are not obligated to implement any recommendations.
Fee Structure
Commons Capital's investment advisory fees range from 0.25% to 2.00% per year, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly, in advance, based on the value of your portfolio at the end of the prior month. The fees include securities transaction costs.