Cushing Capital offers investment management, wealth management, selection of independent managers, and financial planning services. They work with clients to create customized investment plans based on their individual needs and goals. Cushing Capital manages portfolios on a discretionary and non-discretionary basis, primarily using individual equity and debt securities and exchange-traded funds.
Assets Under Management$270M
Clients199
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts above $5,000,000. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions. Existing clients will be grandfathered and charged according to their existing fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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