Fjell Capital

About Fjell

Everyone, no matter where they are in life, wants to know that their family is on track with their finances.

Fjell Capital is a next-gen wealth management firm offering customized planning and investment solutions to modern families looking for a better way to manage and grow their financial life.

The Fjell Capital team offers comprehensive wealth management – that means we look at your financial situation holistically, including both sides of your balance sheet. We also consider family dynamics as well as any business interests. Every plan we develop, every recommendation we make is customized to your particular circumstances.

We have two primary offerings: Odyssey and Altitude

Odyssey:

A custom wealth management solution for successful millennials tailored to meet the needs of our generation. From buying houses, scaling businesses, student debt, and career management, we’ve got you covered. Starting at $125/month for planning. Any assets managed by Fjell Capital start at 0.75%, with no account opening minimum.

Altitude:

Altitude serves as a wealth management solution for modern families with assets. The topics of interest for an Altitude client include but are not limited to retirement cash flow, selling businesses, tax-efficient investing, asset protection, legacy and estate planning, and large real estate transactions. Starting at 1% of assets under management with a minimum of $500,000.

 

Our difference

Fjell Capital carries on a family tradition of almost 60 years of wealth management services.
This gives us tremendous insight into the trials and tribulations as wealth and business interests are passed down from one generation to the next.

But it also makes us keenly aware of the responsibility of new generations to sustain their wealth while honoring the values of those whose work and determination built such legacies.

We are unique in that:

  1. We are independent
  2. We are true fiduciaries
  3. We have open architecture environment

In addition to our academic backgrounds focused on Finance, Fjell Capital team members have also earned advanced industry designations, including:

  • Chartered Retirement Planning Counselor (CRPC®)
  • Certified Private Wealth Advisor® (CPWA®)
  • Certified Exit Planning Advisor (CEPA®)

Fjell Capital is a partner firm of Sanctuary Wealth, an advanced platform for elite independent advisors.

Sanctuary provides all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, Fjell Capital is able to access to an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.

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