T11 Capital Management

CRD#166939
Investment Advisor Firm

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Overview

T11 Capital Management operates as a financial advisory company located in Irvine, California. The firm handles $1.0 million in total assets throughout five customer accounts. T11 Capital Management has a small group of one employee who is a financial advisor. T11 Capital Management does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like equities, bonds and options.

T11 Capital Management administers all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring the client's consent. The advisory firm's average account size is $200,000. The typical advisor at T11 Capital Management administers around five client accounts, making it one of the most personalized financial advisor firms in the country.

The firm's main office is located at One Park Plaza, Irvine, California 92614. The company is legally registered to serve customers in the state of California.

Assets Under Management

$1.0 million

Number of Advisors

1

Disclosures

No

Office Location

One Park Plaza
Irvine, CA 92614

T11 Capital Management by the Numbers

Total Assets Under Management

$1.0 million

National Average: $3.7 billion
Total Number of Employees

1

National Average: 29
Total Number of Accounts

5

National Average: 2,073
Average Account Size

$200.0 thousand

National Average: $1.8 million

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Fee Structure

A financial advisor's fees typically depend on which service is provided. Fee types charged by the firm most likely are comprised of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee. The firm can withdraw the fees directly from customer accounts.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company caters to high net worth investors. Out of its five accounts, T11 Capital Management's biggest client group by number of accounts is high net worth investors, but it also manages money for five high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 100%
  • Other Individuals - 0%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

T11 Capital Management does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at T11 Capital Management

Ali Meshkati
Irvine, CA

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This content was compiled from the SEC and FINRA