Coffeehouse Capital manages investment portfolios and provides financial planning services. Financial planning covers cash flow, college savings, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax strategies. For investment management, Coffeehouse Capital may use third-party money managers or independent trading platforms to invest in digital assets.
Assets Under Management$8.7M
Clients7
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$8.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.55% |
| $15M+ | 0.25% |
Fees are negotiable. The above fee schedule does not include the Outside Manager’s fee. Total fees charged for this service will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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