Lowercase Capital, LLC offers investment advisory services to individuals, high net worth individuals, and businesses residing in Texas. These services include investment and financial literacy training and investment advisory services for assets under management. Lowercase Capital primarily advises on domestic securities. They manage investment accounts on a non-discretionary and discretionary basis.
Assets Under Management$130K
Clients6
Advisors1
Avg. per Client$22K
Avg. per Advisor$130K
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees are negotiable. Discounts may be offered to existing clients purchasing additional services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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