Sulzberger Capital Advisors, INC.

Fee-Only (% of Portfolio)

Sulzberger Capital Advisors provides investment management services where they make investment decisions for you. They gather information about your financial situation, goals, and risk tolerance to recommend an investment strategy. Sulzberger Capital also offers access to financial planning tools through a third party, RightCapital LLC, to help with retirement and other financial goals. They primarily invest in exchange-listed securities, over-the-counter securities, foreign securities, corporate debt, U.S. government securities, mutual funds, alternative investments, private equity funds, and hedge funds.

Assets Under Management$120M
Clients93
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$59M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.90%
$5M+0.85%

Lower advisory fees may be negotiated on an individual account basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Sulzberger Capital Advisors, INC. | TrueAdvisor