Platler Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Platler Capital Management LLC provides investment management, financial planning, and general consultation services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. Engagements may include an investment policy statement, ongoing monitoring, and periodic portfolio reporting or ad hoc consultations depending on client needs.
The firm manages client portfolios on a primarily non-discretionary basis, requiring client approval before effecting transactions and typically reviewing accounts annually while encouraging more frequent (quarterly) contact. Investment decisions draw on fundamental and technical analysis and may employ tactical asset allocation, cash as a strategic asset, long-term holding, and dollar-cost averaging.
As a small, single-advisor registered investment adviser with roughly $28 million in assets under management across about 53 client accounts, the firm’s emphasis on non-discretionary, client-directed trading is a notable divergence from most independent peers. The brochure also discloses that the managing member actively trades derivatives and underlying securities for personal accounts and that the firm does not take custody of client assets or exercise proxy voting for clients.
Client services
Expertise
Fee options
$0 - $100,000: 1.5% annually $100,001 - $1,000,000: 1.0% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001+: 0.5% annually
Negotiable hourly rate for General Consultation and Financial Planning services
Fee-only: Hourly rate, negotiable depending on client circumstances
Main office
Bigfork MT
Advisors at this office
1
Most active in
California · Montana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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