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Key Services

Modern families need solutions and services that match the world we live in. So, we built Fjell Capital.

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.

Highlighted services include:

Odyssey

Overview

A custom wealth management solution for successful millennials tailored to meet the needs of our generation.

Areas of Focus

From buying houses, scaling businesses, student debt, and career management, we’ve got you covered.

Price

Starting at $125/month for planning. Any assets managed by Fjell Capital start at 0.75%, with no account opening minimum.

How we Can help

We have found that millennial generation is more equipped than most regarding strategies to grow wealth, market knowledge, and real estate. But rarely can individuals put it all together, resulting in making mistakes without knowing it.

With our help, we hope to equip you with the confidence and clarity needed to steward your financial journey well.

Ready begin your Odyssey with Fjell Capital? To learn more about being an Odyssey client, Click the get in touch button.

Altitude

Overview

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.

Areas of Focus

Three critical areas we focus on that create an impact on the trajectory for families with assets encompassed by our proprietary wealth mapping system are:

  • Efficient capital allocation
  • Cash flow planning
  • Lifestyle maintenance
Price

Starting at 1% of assets under management with a minimum of $500,000.

How we can help

The current state of the typical wealth management space has left much to be desired. From the aging advisor force to the lack of young talent, antiquated service and compensation models, to rigid or random asset management strategies. 

At Fjell Capital, we are independent and are not tied to a larger bank that limits the products and services offered to our clients. We are true fiduciaries, meaning that we act solely on the best interest of our clients.

We would love to serve as your trusted advisors and keep you at Altitude. To learn more about being an Altitude client, click the get in touch button.

The Fjell Capital team takes a highly organized and
transparent approach to helping clients handle the
financial decision-making.

The Fjell Capital team takes a highly organized and
transparent approach to helping clients handle the
financial decision-making.

©2022 Fjell Capital. All Rights Reserved.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Fjell Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.