56 Capital Partners offers investment management and financial planning services tailored to individual client needs. They manage portfolios based on client goals, risk tolerance, and investment restrictions, primarily using equities, alternative investments, mutual funds, exchange traded funds, and fixed income instruments. Financial planning services include reviewing a client's financial position and making recommendations. 56 CP may also purchase commodities and/or futures on behalf of and mange accounts for clients.
Fee Structure
56 Capital Partners charges an annual fee of up to 2.0% of the value of your portfolio. This fee is negotiable and depends on factors like the amount of assets managed and the services provided. Fees are billed quarterly in arrears, and you can choose to have the fees calculated by 56 CP or the custodian. You can cancel the investment management agreement within five business days without penalty.